Rehmann Capital Advisory Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Rehmann Capital Advisory Group’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	$442K	Sell	8,885 -2,722	-23%	-$136K	0.02%	453
2026 Q1	$578K	Buy	11,607 +514	+5%	+$25.8K	0.03%	362
2025 Q4	$555K	Sell	11,093 -4,025	-27%	-$201K	0.03%	363
2025 Q3	$753K	Sell	15,118 -7,900	-34%	-$391K	0.04%	290
2025 Q2	$1.13M	Sell	23,018 -1,285	-5%	-$62.9K	0.07%	191
2025 Q1	$1.19M	Sell	24,303 -20,611	-46%	-$1.01M	0.08%	193
2024 Q4	$2.19M	Buy	44,914 +4,464	+11%	+$218K	0.14%	117
2024 Q3	$2.03M	Buy	+40,450	New	+$1.98M	0.13%	124
2022 Q1	–	Sell	-4,984	Closed	-$249K	–	561
2021 Q4	$249K	Sell	4,984 -236	-5%	-$11.9K	0.02%	478
2021 Q3	$264K	Sell	5,220 -2,312	-31%	-$117K	0.03%	464
2021 Q2	$383K	Sell	7,532 -152	-2%	-$7.76K	0.04%	372
2021 Q1	$392K	Sell	7,684 -96,122	-93%	-$4.94M	0.04%	346
2020 Q4	$5.34M	Buy	103,806 +5,861	+6%	+$302K	0.6%	29
2020 Q3	$5.06M	Buy	97,945 +43,935	+81%	+$2.27M	0.64%	28
2020 Q2	$2.79M	Buy	54,010 +19,264	+55%	+$995K	0.38%	54
2020 Q1	$1.77M	Buy	+34,746	New	+$1.8M	0.29%	62
2019 Q3	–	Sell	-200	Closed	-$10.3K	–	1952
2019 Q2	$10.3K	Buy	+200	New	+$10.3K	﹤0.01%	1335

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

Rehmann Capital Advisory Group's LMBS Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 23% in Q2 2026, selling an estimated $136K and leaving 8,885 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #453.

Rehmann Capital Advisory Group first reported a position in LMBS in Q2 2019 and has held it in 17 quarters since. The position peaked at $5.34M in Q4 2020. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Rehmann Capital Advisory Group held 8,885 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $442K as of Q2 2026.
Rehmann Capital Advisory Group sold 2,722 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $136K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #453 holding.
Rehmann Capital Advisory Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2019 and has held it in 17 quarters since.
Rehmann Capital Advisory Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $5.34M in Q4 2020.
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 Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.