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Tower Research Capital (TRC)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Tower Research Capital (TRC)’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
Q1 		– Sell
-8
Closed -$400 – 5364
2025
Q4 		$400 Sell
8
-1
-11% -$50 ﹤0.01% 4914
2025
Q3 		$448 Buy
+9
New +$445 ﹤0.01% 5013
2025
Q2 		– Sell
-11
Closed -$541 – 5446
2025
Q1 		$541 Sell
11
-351
-97% -$17.1K ﹤0.01% 4875
2024
Q4 		$17.6K Buy
362
+225
+164% +$11K ﹤0.01% 3297
2024
Q3 		$6.77K Sell
137
-9
-6% -$441 ﹤0.01% 4107
2024
Q2 		$7.01K Buy
146
+57
+64% +$2.74K ﹤0.01% 4508
2024
Q1 		$4.29K Buy
+89
New +$4.29K ﹤0.01% 4697
2023
Q4 		– Sell
-84
Closed -$3.97K – 6066
2023
Q3 		$3.97K Buy
84
+63
+300% +$3K ﹤0.01% 4935
2023
Q2 		$1K Buy
+21
New +$1.01K ﹤0.01% 5498
2023
Q1 		– Sell
-39
Closed -$2K – 6089
2022
Q4 		$2K Buy
+39
New +$1.84K ﹤0.01% 5387
2022
Q2 		– Sell
-48
Closed -$2K – 6333
2022
Q1 		$2K Sell
48
-349
-88% -$17.3K ﹤0.01% 5569
2021
Q4 		$20K Buy
+397
New +$20K ﹤0.01% 3666
2019
Q1 		– Sell
-387
Closed -$20K – 4070
2018
Q4 		$20K Buy
+387
New +$19.7K ﹤0.01% 1937
2016
Q4 		– Sell
-31
Closed -$2K – 4157
2016
Q3 		$2K Buy
+31
New +$1.62K ﹤0.01% 3096
2016
Q2 		– Sell
-96
Closed -$5K – 4726
2016
Q1 		$5K Buy
96
+35
+57% +$1.78K ﹤0.01% 2698
2015
Q4 		$3K Buy
61
+31
+103% +$1.56K ﹤0.01% 3464
2015
Q3 		$2K Buy
30
+10
+50% +$504 ﹤0.01% 3356
2015
Q2 		$1K Buy
20
+10
+100% +$506 ﹤0.01% 4016
2015
Q1 		$1K Hold
10
– – ﹤0.01% 4078
2014
Q4 		$1K Buy
+10
New +$505 ﹤0.01% 3672

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Tower Research Capital (TRC)'s LMBS Position: Q1 2026 in Review

Tower Research Capital (TRC) sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 8 shares — an estimated $400 sold.

Tower Research Capital (TRC) first reported a position in LMBS in Q4 2014 and held it in 20 quarters. The position peaked at $20K in Q4 2021. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Tower Research Capital (TRC) reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 8 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $400.
  • Tower Research Capital (TRC) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2014 and held it in 20 quarters.
  • Tower Research Capital (TRC)'s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $20K in Q4 2021.
  • 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.