U.S. Capital Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
U.S. Capital Wealth Advisors's LMBS Position: Q1 2026 in Review
U.S. Capital Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 949% in Q1 2026, buying an estimated $4.44M and bringing the position to 97,976 shares worth $4.88M. The position accounts for 0.12% of the portfolio, ranked #198.
U.S. Capital Wealth Advisors first reported a position in LMBS in Q3 2021 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- U.S. Capital Wealth Advisors held 97,976 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $4.88M as of Q1 2026.
- U.S. Capital Wealth Advisors bought 88,640 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $4.44M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.12% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #198 holding.
- U.S. Capital Wealth Advisors 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 11 quarters since.
- 442 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 U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.