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

Sapient Capital’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
Q3 		– Sell
-4,278
Closed -$213K – 407
2026
Q2 		$213K Sell
4,278
-2,401
-36% -$120K ﹤0.01% 378
2026
Q1 		$333K Buy
+6,679
New +$335K 0.01% 336

Other funds holding LMBS

FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Sapient Capital's LMBS Position: Q3 2026 in Review

Sapient Capital sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2026, closing a stake of 4,278 shares — an estimated $213K sold.

Sapient Capital first reported a position in LMBS in Q1 2026 and held it in 2 quarters. The position peaked at $333K in Q1 2026. 24 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Sapient Capital reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2026 after selling out during the quarter.
  • Sapient Capital sold 4,278 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $213K.
  • Sapient Capital first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2026 and held it in 2 quarters.
  • Sapient Capital's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $333K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.