Raymond James Financial
LMBS icon

Raymond James Financial’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Raymond James Financial’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 		$213M Buy
4,275,132
+168,563
+4% +$8.41M 0.06% 293
2026
Q1 		$205M Buy
4,106,569
+39,833
+1% +$2M 0.06% 273
2025
Q4 		$203M Buy
4,066,736
+256,318
+7% +$12.8M 0.06% 268
2025
Q3 		$190M Buy
3,810,418
+214,907
+6% +$10.6M 0.06% 288
2025
Q2 		$177M Buy
3,595,511
+185,249
+5% +$9.07M 0.06% 295
2025
Q1 		$168M Buy
3,410,262
+343,406
+11% +$16.8M 0.06% 281
2024
Q4 		$149M Buy
+3,066,856
New +$150M 0.06% 315

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial's LMBS Position: Q2 2026 in Review

Raymond James Financial increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.1% in Q2 2026, buying an estimated $8.41M and bringing the position to 4,275,132 shares worth $213M. The position accounts for 0.06% of the portfolio, ranked #293.

Raymond James Financial first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Raymond James Financial held 4,275,132 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $213M as of Q2 2026.
  • Raymond James Financial bought 168,563 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $8.41M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Raymond James Financial's portfolio in Q2 2026, its #293 holding.
  • Raymond James Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
  • 455 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 Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.