NCM
LMBS icon

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

Narwhal Capital Management’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
-8,753
Closed -$436K – 167
2026
Q1 		$436K Sell
8,753
-1,905
-18% -$95.5K 0.03% 130
2025
Q4 		$533K Sell
10,658
-2,799
-21% -$140K 0.04% 120
2025
Q3 		$670K Buy
13,457
+158
+1% +$7.82K 0.05% 114
2025
Q2 		$655K Sell
13,299
-692
-5% -$33.9K 0.05% 119
2025
Q1 		$688K Buy
13,991
+112
+0.8% +$5.47K 0.06% 120
2024
Q4 		$675K Buy
13,879
+1,297
+10% +$63.4K 0.06% 118
2024
Q3 		$622K Buy
12,582
+83
+0.7% +$4.06K 0.06% 120
2024
Q2 		$601K Sell
12,499
-6,407
-34% -$308K 0.06% 121
2024
Q1 		$912K Buy
18,906
+4,033
+27% +$194K 0.09% 106
2023
Q4 		$719K Buy
14,873
+3,896
+35% +$185K 0.08% 115
2023
Q3 		$519K Buy
10,977
+1,571
+17% +$74.7K 0.06% 128
2023
Q2 		$448K Buy
9,406
+858
+10% +$41.1K 0.05% 133
2023
Q1 		$409K Buy
8,548
+2,647
+45% +$127K 0.05% 130
2022
Q4 		$280K Buy
+5,901
New +$279K 0.04% 139

Other funds holding LMBS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Narwhal Capital Management's LMBS Position: Q2 2026 in Review

Narwhal Capital Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026, closing a stake of 8,753 shares — an estimated $436K sold.

Narwhal Capital Management first reported a position in LMBS in Q4 2022 and held it in 14 quarters. The position peaked at $912K in Q1 2024. 305 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Narwhal Capital Management 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.
  • Narwhal Capital Management sold 8,753 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $436K.
  • Narwhal Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and held it in 14 quarters.
  • Narwhal Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $912K in Q1 2024.
  • 305 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 Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.