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

Sanctuary Advisors’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	$3.76M	Buy	75,475 +27,786	+58%	+$1.39M	0.02%	712
2026 Q1	$2.38M	Buy	47,689 +318	+0.7%	+$15.9K	0.01%	868
2025 Q4	$2.37M	Sell	47,371 -5,374	-10%	-$269K	0.01%	837
2025 Q3	$2.63M	Sell	52,745 -1,859	-3%	-$92K	0.02%	757
2025 Q2	$2.69M	Sell	54,604 -1,871	-3%	-$91.6K	0.02%	719
2025 Q1	$2.78M	Sell	56,475 -14,757	-21%	-$721K	0.02%	661
2024 Q4	$3.47M	Sell	71,232 -5,833	-8%	-$285K	0.02%	644
2024 Q3	$3.75M	Buy	77,065 +25,983	+51%	+$1.27M	0.02%	615
2024 Q2	$2.43M	Buy	+51,082	New	+$2.45M	0.02%	718

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

Sanctuary Advisors's LMBS Position: Q2 2026 in Review

Sanctuary Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 58% in Q2 2026, buying an estimated $1.39M and bringing the position to 75,475 shares worth $3.76M. The position accounts for 0.02% of the portfolio, ranked #712.

Sanctuary Advisors first reported a position in LMBS in Q2 2024 and has held it in 9 quarters since. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Sanctuary Advisors held 75,475 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.76M as of Q2 2026.
Sanctuary Advisors bought 27,786 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.39M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #712 holding.
Sanctuary Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 9 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 Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.