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

Per Stirling 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
Q1 		$11.7M Buy
234,889
+66,414
+39% +$3.33M 1.29% 23
2025
Q4 		$8.42M Buy
168,475
+11,349
+7% +$567K 0.95% 31
2025
Q3 		$7.82M Buy
157,126
+80,037
+104% +$3.96M 0.94% 33
2025
Q2 		$3.8M Sell
77,089
-2,478
-3% -$121K 0.5% 58
2025
Q1 		$3.91M Buy
79,567
+3,267
+4% +$160K 0.56% 50
2024
Q4 		$3.71M Buy
76,300
+11,912
+19% +$582K 0.53% 52
2024
Q3 		$3.18M Buy
64,388
+2,480
+4% +$121K 0.44% 58
2024
Q2 		$2.97M Buy
+61,908
New +$2.97M 0.48% 52
2023
Q2 		– Sell
-6,224
Closed -$298K – 196
2023
Q1 		$298K Sell
6,224
-154,514
-96% -$7.4M 0.06% 157
2022
Q4 		$7.62M Buy
+160,738
New +$7.6M 1.39% 18

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return