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

Titleist 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
Q3 		$812K Buy
16,747
+9,481
+130% +$469K 0.05% 229
2026
Q2 		$362K Buy
7,266
+1,920
+36% +$95.8K 0.02% 322
2026
Q1 		$266K Buy
5,346
+611
+13% +$30.6K 0.02% 349
2025
Q4 		$237K Buy
4,735
+166
+4% +$8.3K 0.02% 351
2025
Q3 		$227K Buy
4,569
+462
+11% +$22.9K 0.02% 293
2025
Q2 		$202K Buy
+4,107
New +$201K 0.02% 309

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

Titleist Asset Management's LMBS Position: Q3 2026 in Review

Titleist Asset Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 130% in Q3 2026, buying an estimated $469K and bringing the position to 16,747 shares worth $812K. The position accounts for 0.05% of the portfolio, ranked #229.

Titleist Asset Management first reported a position in LMBS in Q2 2025 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Titleist Asset Management held 16,747 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $812K as of Q3 2026.
  • Titleist Asset Management bought 9,481 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $469K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Titleist Asset Management's portfolio in Q3 2026, its #229 holding.
  • Titleist Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2025 and has held it in 6 quarters since.
  • 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 Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.