Thrivent Financial for Lutherans’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Thrivent Financial for Lutherans’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	$5.39M	Buy	108,213 +7,623	+8%	+$380K	0.01%	954
2026 Q1	$5.01M	Sell	100,590 -1,717	-2%	-$86.1K	0.01%	910
2025 Q4	$5.12M	Buy	102,307 +60,559	+145%	+$3.03M	0.01%	934
2025 Q3	$2.08M	Buy	41,748 +5,896	+16%	+$292K	﹤0.01%	1325
2025 Q2	$1.77M	Buy	+35,852	New	+$1.76M	﹤0.01%	1440
2024 Q2	–	Sell	-4,257	Closed	-$205K	–	2558
2024 Q1	$205K	Buy	+4,257	New	+$205K	﹤0.01%	2462
2023 Q3	–	Sell	-5,007	Closed	-$239K	–	2470
2023 Q2	$239K	Sell	5,007 -149	-3%	-$7.14K	﹤0.01%	2371
2023 Q1	$247K	Buy	5,156 +44	+0.9%	+$2.11K	﹤0.01%	2341
2022 Q4	$242K	Buy	5,112 +883	+21%	+$41.7K	﹤0.01%	2302
2022 Q3	$200K	Buy	+4,229	New	+$204K	﹤0.01%	2343
2021 Q4	–	Hold	0	–	–	–	2412
2021 Q2	–	Hold	0	–	–	–	2412

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

Thrivent Financial for Lutherans's LMBS Position: Q2 2026 in Review

Thrivent Financial for Lutherans increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.6% in Q2 2026, buying an estimated $380K and bringing the position to 108,213 shares worth $5.39M. The position accounts for 0.01% of the portfolio, ranked #954.

Thrivent Financial for Lutherans first reported a position in LMBS in Q3 2022 and has held it in 10 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Thrivent Financial for Lutherans held 108,213 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $5.39M as of Q2 2026.
Thrivent Financial for Lutherans bought 7,623 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $380K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #954 holding.
Thrivent Financial for Lutherans first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2022 and has held it in 10 quarters since.
456 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 Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.