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

Prime Capital 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	$1.7M	Buy	34,170 +478	+1%	+$23.8K	0.02%	412
2026 Q1	$1.68M	Sell	33,692 -2,589	-7%	-$130K	0.02%	389
2025 Q4	$1.81M	Sell	36,281 -985	-3%	-$49.2K	0.02%	368
2025 Q3	$1.86M	Sell	37,266 -302	-0.8%	-$14.9K	0.02%	355
2025 Q2	$1.85M	Sell	37,568 -1,984	-5%	-$97.1K	0.02%	342
2025 Q1	$1.94M	Sell	39,552 -805	-2%	-$39.3K	0.02%	372
2024 Q4	$1.96M	Sell	40,357 -4,408	-10%	-$215K	0.03%	306
2024 Q3	$2.21M	Sell	44,765 -4,287	-9%	-$210K	0.03%	299
2024 Q2	$2.36M	Sell	49,052 -5,832	-11%	-$280K	0.03%	295
2024 Q1	$2.65M	Sell	54,884 -1,944	-3%	-$93.7K	0.04%	296
2023 Q4	$2.75M	Sell	56,828 -3,150	-5%	-$149K	0.04%	284
2023 Q3	$2.83M	Sell	59,978 -14,240	-19%	-$677K	0.06%	220
2023 Q2	$3.54M	Buy	74,218 +68,268	+1,147%	+$3.27M	0.07%	202
2023 Q1	$285K	Sell	5,950 -43,008	-88%	-$2.06M	0.01%	437
2022 Q4	$2.32M	Buy	48,958 +42,951	+715%	+$2.03M	0.09%	161
2022 Q3	$284K	Buy	+6,007	New	+$290K	0.02%	318

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Prime Capital Investment Advisors's LMBS Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.4% in Q2 2026, buying an estimated $23.8K and bringing the position to 34,170 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #412.

Prime Capital Investment Advisors first reported a position in LMBS in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.54M in Q2 2023. 392 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Prime Capital Investment Advisors held 34,170 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.7M as of Q2 2026.
Prime Capital Investment Advisors bought 478 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $23.8K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #412 holding.
Prime Capital Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2022 and has held it in 16 quarters since.
Prime Capital Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.54M in Q2 2023.
392 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 Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.