Renaissance Technologies’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Renaissance Technologies’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	$1.79M	Buy	+36,000	New	+$1.8M	﹤0.01%	2022
2026 Q1	–	Sell	-45,700	Closed	-$2.28M	–	3504
2025 Q4	$2.28M	Sell	45,700 -124,090	-73%	-$6.2M	﹤0.01%	1782
2025 Q3	$8.45M	Sell	169,790 -81,010	-32%	-$4.01M	0.01%	1176
2025 Q2	$12.4M	Sell	250,800 -73,400	-23%	-$3.59M	0.02%	941
2025 Q1	$15.9M	Buy	324,200 +96,500	+42%	+$4.71M	0.02%	760
2024 Q4	$11.1M	Buy	227,700 +72,500	+47%	+$3.54M	0.02%	954
2024 Q3	$7.67M	Sell	155,200 -145,358	-48%	-$7.12M	0.01%	1182
2024 Q2	$14.4M	Sell	300,558 -150,842	-33%	-$7.24M	0.02%	740
2024 Q1	$21.8M	Buy	451,400 +148,731	+49%	+$7.17M	0.03%	596
2023 Q4	$14.6M	Buy	302,669 +111,493	+58%	+$5.29M	0.02%	765
2023 Q3	$9.03M	Sell	191,176 -27,124	-12%	-$1.29M	0.02%	979
2023 Q2	$10.4M	Buy	218,300 +45,800	+27%	+$2.2M	0.02%	999
2023 Q1	$8.26M	Buy	172,500 +26,900	+18%	+$1.29M	0.01%	1184
2022 Q4	$6.9M	Buy	+145,600	New	+$6.88M	0.01%	1305
2022 Q2	–	Sell	-4,103	Closed	-$201K	–	4427
2022 Q1	$201K	Sell	4,103 -107,983	-96%	-$5.35M	﹤0.01%	3643
2021 Q4	$5.6M	Sell	112,086 -20,391	-15%	-$1.03M	0.01%	1459
2021 Q3	$6.7M	Sell	132,477 -82,698	-38%	-$4.2M	0.01%	1285
2021 Q2	$11M	Buy	215,175 +38,812	+22%	+$1.98M	0.01%	1110
2021 Q1	$9.01M	Sell	176,363 -201,237	-53%	-$10.3M	0.01%	1267
2020 Q4	$19.4M	Buy	377,600 +302,700	+404%	+$15.6M	0.02%	774
2020 Q3	$3.87M	Buy	74,900 +47,800	+176%	+$2.47M	﹤0.01%	1724
2020 Q2	$1.4M	Sell	27,100 -44,100	-62%	-$2.28M	﹤0.01%	2374
2020 Q1	$3.63M	Sell	71,200 -121,100	-63%	-$6.29M	﹤0.01%	1750
2019 Q4	$9.96M	Buy	192,300 +15,686	+9%	+$814K	0.01%	1452
2019 Q3	$9.18M	Sell	176,614 -18,986	-10%	-$985K	0.01%	1442
2019 Q2	$10.1M	Buy	195,600 +5,700	+3%	+$293K	0.01%	1404
2019 Q1	$9.74M	Buy	189,900 +62,100	+49%	+$3.18M	0.01%	1397
2018 Q4	$6.52M	Buy	127,800 +94,300	+281%	+$4.8M	0.01%	1565
2018 Q3	$1.71M	Buy	33,500 +19,200	+134%	+$982K	﹤0.01%	2350
2018 Q2	$732K	Sell	14,300 -14,300	-50%	-$733K	﹤0.01%	2712
2018 Q1	$1.47M	Buy	+28,600	New	+$1.47M	﹤0.01%	2486

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

Renaissance Technologies's LMBS Position: Q2 2026 in Review

Renaissance Technologies opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 36,000 shares worth $1.79M. The stake represents ﹤0.01% of the portfolio and ranks #2022 among its holdings. This is a return to the name: Renaissance Technologies previously reported a position in LMBS as recently as Q4 2025.

Renaissance Technologies first reported a position in LMBS in Q1 2018 and has held it in 31 quarters since. The position peaked at $21.8M in Q1 2024. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Renaissance Technologies held 36,000 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.79M as of Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Renaissance Technologies position in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Renaissance Technologies's portfolio in Q2 2026, its #2022 holding.
Renaissance Technologies first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2018 and has held it in 31 quarters since.
Renaissance Technologies's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $21.8M in Q1 2024.
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 Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.