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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mercer Global Advisors's LMBS Position: Q1 2026 in Review

Mercer Global Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5,029% in Q1 2026, buying an estimated $12.6M and bringing the position to 255,771 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #434.

Mercer Global Advisors first reported a position in LMBS in Q4 2022 and has held it in 10 quarters since. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Mercer Global Advisors held 255,771 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $12.7M as of Q1 2026.
Mercer Global Advisors bought 250,784 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $12.6M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Mercer Global Advisors's portfolio in Q1 2026, its #434 holding.
Mercer Global Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 10 quarters since.
440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.