Mariner’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Mariner’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Sell	26,547 -70,969	-73%	-$3.54M	﹤0.01%	1747
2026 Q1	$4.86M	Sell	97,516 -231,930	-70%	-$11.6M	0.01%	1070
2025 Q4	$16.5M	Buy	329,446 +63,056	+24%	+$3.15M	0.02%	506
2025 Q3	$13.3M	Sell	266,390 -3,051	-1%	-$151K	0.02%	531
2025 Q2	$13.3M	Buy	269,441 +6,562	+2%	+$321K	0.02%	519
2025 Q1	$12.9M	Buy	262,879 +15,351	+6%	+$750K	0.02%	493
2024 Q4	$12M	Buy	247,528 +226,335	+1,068%	+$11.1M	0.02%	494
2024 Q3	$1.05M	Sell	21,193 -21,297	-50%	-$1.04M	﹤0.01%	1566
2024 Q2	$2.04M	Buy	42,490 +1,214	+3%	+$58.3K	﹤0.01%	1099
2024 Q1	$1.99M	Sell	41,276 -3,496	-8%	-$169K	﹤0.01%	1110
2023 Q4	$2.16M	Sell	44,772 -22,218	-33%	-$1.05M	0.01%	1023
2023 Q3	$3.16M	Sell	66,990 -10,230	-13%	-$487K	0.01%	798
2023 Q2	$3.68M	Sell	77,220 -49,133	-39%	-$2.36M	0.01%	751
2023 Q1	$6.05M	Sell	126,353 -126,716	-50%	-$6.07M	0.02%	569
2022 Q4	$12M	Buy	253,069 +90,725	+56%	+$4.29M	0.04%	369
2022 Q3	$7.69M	Buy	162,344 +3,138	+2%	+$151K	0.03%	406
2022 Q2	$7.69M	Buy	+159,206	New	+$7.73M	0.03%	384
2022 Q1	–	Sell	-15,768	Closed	-$788K	–	1396
2021 Q4	$788K	Buy	+15,768	New	+$793K	﹤0.01%	891

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mariner's LMBS Position: Q2 2026 in Review

Mariner reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 73% in Q2 2026, selling an estimated $3.54M and leaving 26,547 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Mariner first reported a position in LMBS in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.5M in Q4 2025. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Mariner held 26,547 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.32M as of Q2 2026.
Mariner sold 70,969 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $3.54M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1747 holding.
Mariner first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 18 quarters since.
Mariner's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $16.5M in Q4 2025.
455 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.