TCP Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

TCP Asset Management’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	$9.4M	Buy	188,811 +16,311	+9%	+$814K	1.07%	25
2026 Q1	$8.59M	Buy	172,500 +4,909	+3%	+$246K	1.1%	25
2025 Q4	$8.38M	Buy	167,591 +14,214	+9%	+$711K	1.41%	22
2025 Q3	$7.64M	Buy	153,377 +6,795	+5%	+$336K	1.36%	22
2025 Q2	$7.22M	Buy	146,582 +2,708	+2%	+$133K	1.43%	22
2025 Q1	$7.07M	Buy	143,874 +2,938	+2%	+$144K	1.58%	22
2024 Q4	$6.86M	Buy	140,936 +5,788	+4%	+$283K	1.51%	22
2024 Q3	$6.68M	Buy	135,148 +3,040	+2%	+$149K	1.54%	22
2024 Q2	$6.35M	Buy	132,108 +4,157	+3%	+$200K	1.61%	22
2024 Q1	$6.17M	Buy	127,951 +30,825	+32%	+$1.49M	1.63%	22
2023 Q4	$4.69M	Buy	97,126 +1,945	+2%	+$92.2K	1.74%	19
2023 Q3	$4.5M	Buy	95,181 +2,408	+3%	+$115K	1.92%	18
2023 Q2	$4.42M	Buy	92,773 +17,754	+24%	+$851K	1.88%	17
2023 Q1	$3.59M	Buy	75,019 +65,900	+723%	+$3.15M	1.98%	15
2022 Q4	$432K	Buy	+9,119	New	+$431K	0.34%	34

Other funds holding LMBS

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

TCP Asset Management's LMBS Position: Q2 2026 in Review

TCP Asset Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9.5% in Q2 2026, buying an estimated $814K and bringing the position to 188,811 shares worth $9.4M. The position accounts for 1.07% of the portfolio, ranked #25.

TCP Asset Management first reported a position in LMBS in Q4 2022 and has held it in 15 quarters since. 169 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

TCP Asset Management held 188,811 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $9.4M as of Q2 2026.
TCP Asset Management bought 16,311 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $814K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.07% of TCP Asset Management's portfolio in Q2 2026, its #25 holding.
TCP Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 15 quarters since.
169 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 TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.