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

Tidemark’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	$247K	Buy	4,957 +6	+0.1%	+$299	0.06%	139
2026 Q1	$247K	Buy	4,951 +7	+0.1%	+$351	0.06%	127
2025 Q4	$247K	Sell	4,944 -39	-0.8%	-$1.95K	0.07%	115
2025 Q3	$248K	Sell	4,983 -269	-5%	-$13.3K	0.07%	115
2025 Q2	$259K	Buy	5,252 +1,009	+24%	+$49.4K	0.08%	100
2025 Q1	$209K	Buy	4,243 +9	+0.2%	+$440	0.08%	113
2024 Q4	$206K	Buy	4,234 +10	+0.2%	+$488	0.08%	109
2024 Q3	$209K	Buy	4,224 +8	+0.2%	+$392	0.09%	103
2024 Q2	$203K	Sell	4,216 -5,670	-57%	-$272K	0.09%	108
2024 Q1	$477K	Sell	9,886 -1,293	-12%	-$62.3K	0.27%	73
2023 Q4	$540K	Buy	+11,179	New	+$530K	0.34%	57

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

Tidemark's LMBS Position: Q2 2026 in Review

Tidemark increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.12% in Q2 2026, buying an estimated $299 and bringing the position to 4,957 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #139.

Tidemark first reported a position in LMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $540K in Q4 2023. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Tidemark held 4,957 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $247K as of Q2 2026.
Tidemark bought 6 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $299.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Tidemark's portfolio in Q2 2026, its #139 holding.
Tidemark first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $540K in Q4 2023.
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 Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.