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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Rehmann Capital Advisory Group's LMBS Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.6% in Q1 2026, buying an estimated $25.8K and bringing the position to 11,607 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #362.

Rehmann Capital Advisory Group first reported a position in LMBS in Q2 2019 and has held it in 16 quarters since. The position peaked at $5.34M in Q4 2020. 441 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Rehmann Capital Advisory Group held 11,607 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $578K as of Q1 2026.
Rehmann Capital Advisory Group bought 514 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $25.8K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #362 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 16 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.
441 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 Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.