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

Sovran 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	$3.95M	Sell	79,857 -42,715	-35%	-$2.13M	0.29%	92
2026 Q1	$6.11M	Buy	122,572 +18,549	+18%	+$930K	0.48%	56
2025 Q4	$5.23M	Buy	104,023 +62,811	+152%	+$3.14M	0.44%	61
2025 Q3	$2.06M	Buy	41,212 +34,325	+498%	+$1.7M	0.18%	130
2025 Q2	$338K	Sell	6,887 -7,454	-52%	-$365K	0.04%	382
2025 Q1	$702K	Buy	14,341 +8,245	+135%	+$403K	0.09%	227
2024 Q4	$295K	Buy	+6,096	New	+$298K	0.04%	341

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

Sovran Advisors's LMBS Position: Q2 2026 in Review

Sovran Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 35% in Q2 2026, selling an estimated $2.13M and leaving 79,857 shares worth $3.95M. The position accounts for 0.29% of the portfolio, ranked #92.

Sovran Advisors first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.11M in Q1 2026. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Sovran Advisors held 79,857 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.95M as of Q2 2026.
Sovran Advisors sold 42,715 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $2.13M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.29% of Sovran Advisors's portfolio in Q2 2026, its #92 holding.
Sovran Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.11M in Q1 2026.
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 Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.