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

Novem Group’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	$276K	Buy	5,553 +470	+9%	+$23.4K	0.03%	371
2026 Q1	$253K	Buy	+5,083	New	+$255K	0.03%	376
2025 Q3	–	Sell	-4,208	Closed	-$207K	–	438
2025 Q2	$207K	Sell	4,208 -56	-1%	-$2.74K	0.03%	377
2025 Q1	$210K	Buy	4,264 +97	+2%	+$4.74K	0.03%	340
2024 Q4	$203K	Buy	+4,167	New	+$204K	0.03%	348

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 $103B AUM 28.65% 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

Novem Group's LMBS Position: Q2 2026 in Review

Novem Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9.2% in Q2 2026, buying an estimated $23.4K and bringing the position to 5,553 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #371.

Novem Group first reported a position in LMBS in Q4 2024 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Novem Group held 5,553 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $276K as of Q2 2026.
Novem Group bought 470 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $23.4K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Novem Group's portfolio in Q2 2026, its #371 holding.
Novem Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 5 quarters since.
453 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 Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.