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

Mercer Global Advisors’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	–	Sell	-255,771	Closed	-$12.7M	–	3719
2026 Q1	$12.7M	Buy	255,771 +250,784	+5,029%	+$12.6M	0.02%	434
2025 Q4	$249K	Buy	+4,987	New	+$249K	﹤0.01%	2379
2024 Q4	–	Sell	-10,444	Closed	-$517K	–	2210
2024 Q3	$517K	Sell	10,444 -1,223	-10%	-$59.9K	﹤0.01%	1321
2024 Q2	$561K	Sell	11,667 -2,736	-19%	-$131K	﹤0.01%	1246
2024 Q1	$695K	Sell	14,403 -4,642	-24%	-$224K	﹤0.01%	1120
2023 Q4	$920K	Sell	19,045 -17,639	-48%	-$836K	﹤0.01%	1011
2023 Q3	$1.73M	Sell	36,684 -7,081	-16%	-$337K	0.01%	756
2023 Q2	$2.09M	Sell	43,765 -45,369	-51%	-$2.17M	0.01%	718
2023 Q1	$4.27M	Sell	89,134 -2,393	-3%	-$115K	0.02%	463
2022 Q4	$4.34M	Buy	+91,527	New	+$4.33M	0.02%	471

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

Mercer Global Advisors's LMBS Position: Q2 2026 in Review

Mercer Global Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026, closing a stake of 255,771 shares — an estimated $12.7M sold.

Mercer Global Advisors first reported a position in LMBS in Q4 2022 and held it in 10 quarters. The position peaked at $12.7M in Q1 2026. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Mercer Global Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Mercer Global Advisors sold 255,771 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $12.7M.
Mercer Global Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and held it in 10 quarters.
Mercer Global Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $12.7M in Q1 2026.
457 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 Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.