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

Triumph Capital 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	$6.73M	Sell	135,124 -5,123	-4%	-$256K	1.22%	16
2026 Q1	$6.99M	Buy	140,247 +4,105	+3%	+$206K	1.42%	11
2025 Q4	$6.81M	Buy	136,142 +5,048	+4%	+$252K	1.47%	14
2025 Q3	$6.53M	Buy	131,094 +15,317	+13%	+$758K	1.75%	12
2025 Q2	$5.7M	Buy	115,777 +4,002	+4%	+$196K	1.71%	11
2025 Q1	$5.49M	Buy	111,775 +5,225	+5%	+$255K	1.83%	9
2024 Q4	$5.19M	Buy	106,550 +65,024	+157%	+$3.18M	1.77%	11
2024 Q3	$2.05M	Buy	41,526 +20,308	+96%	+$994K	0.73%	31
2024 Q2	$1.02M	Sell	21,218 -633	-3%	-$30.4K	0.4%	60
2024 Q1	$1.05M	Sell	21,851 -13,321	-38%	-$642K	0.43%	51
2023 Q4	$1.7M	Sell	35,172 -40,832	-54%	-$1.94M	0.72%	32
2023 Q3	$3.59M	Sell	76,004 -3,814	-5%	-$181K	1.63%	12
2023 Q2	$3.8M	Buy	+79,818	New	+$3.83M	1.72%	12
2022 Q4	–	Sell	-54,516	Closed	-$2.58M	–	232
2022 Q3	$2.58M	Sell	54,516 -6,327	-10%	-$305K	1.41%	18
2022 Q2	$2.94M	Sell	60,843 -16,169	-21%	-$786K	1.55%	13
2022 Q1	$3.77M	Buy	77,012 +31,113	+68%	+$1.54M	1.63%	12
2021 Q4	$2.29M	Sell	45,899 -1,997	-4%	-$100K	0.99%	23
2021 Q3	$2.42M	Buy	+47,896	New	+$2.43M	1.13%	23

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

Triumph Capital Management's LMBS Position: Q2 2026 in Review

Triumph Capital Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.7% in Q2 2026, selling an estimated $256K and leaving 135,124 shares worth $6.73M. The position accounts for 1.22% of the portfolio, ranked #16.

Triumph Capital Management first reported a position in LMBS in Q3 2021 and has held it in 18 quarters since. The position peaked at $6.99M in Q1 2026. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Triumph Capital Management held 135,124 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $6.73M as of Q2 2026.
Triumph Capital Management sold 5,123 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $256K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.22% of Triumph Capital Management's portfolio in Q2 2026, its #16 holding.
Triumph Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2021 and has held it in 18 quarters since.
Triumph Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.99M in Q1 2026.
457 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 Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.