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 Q3	$5.73M	Sell	118,308 -16,816	-12%	-$831K	1%	19
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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

Triumph Capital Management's LMBS Position: Q3 2026 in Review

Triumph Capital Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 12% in Q3 2026, selling an estimated $831K and leaving 118,308 shares worth $5.73M. The position accounts for 1% of the portfolio, ranked #19.

Triumph Capital Management first reported a position in LMBS in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.99M in Q1 2026. 410 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Triumph Capital Management held 118,308 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $5.73M as of Q3 2026.
Triumph Capital Management sold 16,816 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $831K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1% of Triumph Capital Management's portfolio in Q3 2026, its #19 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 19 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.
410 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 Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.