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

Raleigh 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 		$58.6K Sell
1,177
-43
-4% -$2.16K 0.02% 272
2025
Q4 		$61K Sell
1,220
-663
-35% -$33.1K 0.02% 267
2025
Q3 		$93.7K Buy
1,883
+19
+1% +$940 0.04% 235
2025
Q2 		$91.8K Buy
1,864
+20
+1% +$979 0.04% 241
2025
Q1 		$90.7K Sell
1,844
-43
-2% -$2.1K 0.04% 241
2024
Q4 		$91.8K Sell
1,887
-22
-1% -$1.07K 0.04% 259
2024
Q3 		$94.3K Buy
1,909
+20
+1% +$979 0.04% 262
2024
Q2 		$90.8K Sell
1,889
-38
-2% -$1.82K 0.04% 251
2024
Q1 		$92.9K Sell
1,927
-556
-22% -$26.8K 0.04% 243
2023
Q4 		$120K Sell
2,483
-450
-15% -$21.3K 0.06% 216
2023
Q3 		$139K Sell
2,933
-285
-9% -$13.6K 0.07% 196
2023
Q2 		$153K Sell
3,218
-20
-0.6% -$959 0.08% 197
2023
Q1 		$155K Sell
3,238
-540
-14% -$25.9K 0.08% 197
2022
Q4 		$179K Sell
3,778
-1,643
-30% -$77.7K 0.09% 180
2022
Q3 		$257K Buy
5,421
+371
+7% +$17.9K 0.15% 140
2022
Q2 		$244K Sell
5,050
-2,035
-29% -$98.9K 0.14% 156
2022
Q1 		$347K Buy
7,085
+3,048
+76% +$151K 0.19% 128
2021
Q4 		$202K Buy
+4,037
New +$203K 0.21% 95

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $570B 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

Raleigh Capital Management's LMBS Position: Q1 2026 in Review

Raleigh Capital Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.5% in Q1 2026, selling an estimated $2.16K and leaving 1,177 shares worth $58.6K. The position accounts for 0.02% of the portfolio, ranked #272.

Raleigh Capital Management first reported a position in LMBS in Q4 2021 and has held it in 18 quarters since. The position peaked at $347K in Q1 2022. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Raleigh Capital Management held 1,177 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $58.6K as of Q1 2026.
  • Raleigh Capital Management sold 43 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $2.16K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Raleigh Capital Management's portfolio in Q1 2026, its #272 holding.
  • Raleigh Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 18 quarters since.
  • Raleigh Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $347K in Q1 2022.
  • 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.