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

Perennial Investment 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	$1.47M	Buy	29,625 +4,093	+16%	+$204K	0.1%	173
2026 Q1	$1.27M	Sell	25,532 -645	-2%	-$32.3K	0.1%	169
2025 Q4	$1.31M	Buy	26,177 +553	+2%	+$27.6K	0.1%	164
2025 Q3	$1.28M	Sell	25,624 -1,214	-5%	-$60.1K	0.11%	164
2025 Q2	$1.32M	Sell	26,838 -4,132	-13%	-$202K	0.13%	148
2025 Q1	$1.52M	Buy	30,970 +2,080	+7%	+$102K	0.17%	108
2024 Q4	$1.41M	Buy	28,890 +5,592	+24%	+$273K	0.17%	109
2024 Q3	$1.15M	Sell	23,298 -1,703	-7%	-$83.4K	0.15%	115
2024 Q2	$1.2M	Sell	25,001 -473	-2%	-$22.7K	0.17%	105
2024 Q1	$1.23M	Sell	25,474 -1,165	-4%	-$56.2K	0.19%	92
2023 Q4	$1.29M	Sell	26,639 -527	-2%	-$25K	0.21%	87
2023 Q3	$1.28M	Sell	27,166 -4,564	-14%	-$217K	0.23%	89
2023 Q2	$1.51M	Sell	31,730 -6,891	-18%	-$330K	0.27%	78
2023 Q1	$1.85M	Buy	+38,621	New	+$1.85M	0.34%	66
2021 Q1	–	Sell	-5,116	Closed	-$263K	–	209
2020 Q4	$263K	Sell	5,116 -884	-15%	-$45.6K	0.11%	133
2020 Q3	$310K	Buy	+6,000	New	+$310K	0.16%	109

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

Perennial Investment Advisors's LMBS Position: Q2 2026 in Review

Perennial Investment Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 16% in Q2 2026, buying an estimated $204K and bringing the position to 29,625 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #173.

Perennial Investment Advisors first reported a position in LMBS in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.85M in Q1 2023. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Perennial Investment Advisors held 29,625 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.47M as of Q2 2026.
Perennial Investment Advisors bought 4,093 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $204K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.1% of Perennial Investment Advisors's portfolio in Q2 2026, its #173 holding.
Perennial Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2020 and has held it in 16 quarters since.
Perennial Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.85M in Q1 2023.
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 Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.