UCFA
LMBS icon

United Capital Financial Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

United Capital Financial Advisors’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 		$466K Sell
9,378
-556
-6% -$27.7K ﹤0.01% 1161
2026
Q1 		$494K Sell
9,934
-3,331
-25% -$167K ﹤0.01% 1074
2025
Q4 		$663K Sell
13,265
-4,290
-24% -$214K ﹤0.01% 863
2025
Q3 		$874K Sell
17,555
-4,340
-20% -$215K 0.01% 685
2025
Q2 		$1.08M Sell
21,895
-7,663
-26% -$375K 0.01% 573
2025
Q1 		$1.45M Sell
29,558
-9,125
-24% -$446K 0.01% 489
2024
Q4 		$1.88M Sell
38,683
-4,042
-9% -$197K 0.02% 427
2024
Q3 		$2.11M Sell
42,725
-8,682
-17% -$425K 0.02% 405
2024
Q2 		$2.47M Sell
51,407
-7,101
-12% -$341K 0.02% 364
2024
Q1 		$2.82M Sell
58,508
-41,597
-42% -$2.01M 0.02% 366
2023
Q4 		$4.84M Sell
100,105
-184,125
-65% -$8.73M 0.04% 295
2023
Q3 		$13.4M Sell
284,230
-64,643
-19% -$3.07M 0.09% 193
2023
Q2 		$16.6M Sell
348,873
-249,390
-42% -$12M 0.09% 180
2023
Q1 		$28.6M Sell
598,263
-260,553
-30% -$12.5M 0.16% 122
2022
Q4 		$40.7M Sell
858,816
-280,110
-25% -$13.2M 0.23% 91
2022
Q3 		$53.9M Sell
1,138,926
-331,783
-23% -$16M 0.32% 66
2022
Q2 		$71M Sell
1,470,709
-143,861
-9% -$6.99M 0.39% 48
2022
Q1 		$79M Sell
1,614,570
-72,488
-4% -$3.59M 0.38% 49
2021
Q4 		$84.3M Buy
1,687,058
+26,442
+2% +$1.33M 0.39% 50
2021
Q3 		$84M Buy
1,660,616
+92,536
+6% +$4.7M 0.42% 46
2021
Q2 		$79.8M Buy
1,568,080
+40,730
+3% +$2.08M 0.4% 48
2021
Q1 		$78M Buy
1,527,350
+70,583
+5% +$3.63M 0.43% 48
2020
Q4 		$75M Buy
1,456,767
+67,885
+5% +$3.5M 0.45% 45
2020
Q3 		$71.8M Buy
1,388,882
+26,760
+2% +$1.38M 0.47% 41
2020
Q2 		$70.4M Buy
1,362,122
+79,885
+6% +$4.12M 0.51% 37
2020
Q1 		$65.4M Buy
1,282,237
+60,906
+5% +$3.16M 0.54% 29
2019
Q4 		$63.3M Buy
1,221,331
+69,977
+6% +$3.63M 0.41% 45
2019
Q3 		$59.9M Buy
1,151,354
+65,030
+6% +$3.37M 0.42% 45
2019
Q2 		$56.1M Buy
1,086,324
+78,744
+8% +$4.05M 0.37% 57
2019
Q1 		$51.7M Buy
1,007,580
+103,663
+11% +$5.3M 0.36% 58
2018
Q4 		$46.1M Buy
903,917
+173,088
+24% +$8.82M 0.37% 60
2018
Q3 		$37.3M Buy
730,829
+100,655
+16% +$5.15M 0.26% 86
2018
Q2 		$32.2M Buy
630,174
+119,586
+23% +$6.13M 0.24% 94
2018
Q1 		$26.2M Buy
510,588
+185,495
+57% +$9.55M 0.2% 121
2017
Q4 		$16.8M Buy
325,093
+33,605
+12% +$1.74M 0.13% 180
2017
Q3 		$15.2M Buy
+291,488
New +$15.2M 0.13% 190

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

United Capital Financial Advisors's LMBS Position: Q2 2026 in Review

United Capital Financial Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.6% in Q2 2026, selling an estimated $27.7K and leaving 9,378 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

United Capital Financial Advisors first reported a position in LMBS in Q3 2017 and has held it in 36 quarters since. The position peaked at $84.3M in Q4 2021. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • United Capital Financial Advisors held 9,378 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $466K as of Q2 2026.
  • United Capital Financial Advisors sold 556 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $27.7K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1161 holding.
  • United Capital Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2017 and has held it in 36 quarters since.
  • United Capital Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $84.3M in Q4 2021.
  • 453 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 United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.