UBS AM’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

UBS AM’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	$3.27M	Hold	65,706	–	–	﹤0.01%	1828
2026 Q1	$3.27M	Buy	+65,706	New	+$3.29M	﹤0.01%	1788

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

UBS AM's LMBS Position: Q2 2026 in Review

UBS AM held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 65,706 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

UBS AM first reported a position in LMBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.27M in Q1 2026. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

UBS AM held 65,706 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.27M as of Q2 2026.
UBS AM left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1828 holding.
UBS AM first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
UBS AM's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.27M in Q1 2026.
456 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 UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.