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

Quantinno 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	$493K	Sell	9,896 -17	-0.2%	-$848	﹤0.01%	2995
2026 Q1	$494K	Hold	9,913	–	–	﹤0.01%	2717
2025 Q4	$496K	Buy	9,913 +937	+10%	+$46.8K	﹤0.01%	2444
2025 Q3	$447K	Hold	8,976	–	–	﹤0.01%	2117
2025 Q2	$442K	Buy	8,976 +101	+1%	+$4.95K	﹤0.01%	1735
2025 Q1	$436K	Buy	+8,875	New	+$434K	﹤0.01%	1437

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

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

Quantinno Capital Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.17% in Q2 2026, selling an estimated $848 and leaving 9,896 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #2995.

Quantinno Capital Management first reported a position in LMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $496K in Q4 2025. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Quantinno Capital Management held 9,896 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $493K as of Q2 2026.
Quantinno Capital Management sold 17 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $848.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #2995 holding.
Quantinno Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
Quantinno Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $496K in Q4 2025.
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 Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.