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

Vima LLC’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 		$29.5K Buy
+593
New +$29.6K 0.03% 190
2024
Q2 		– Sell
-583
Closed -$27.9K – 223
2024
Q1 		$27.9K Buy
583
+179
+44% +$8.63K 0.03% 160
2023
Q4 		$19.5K Buy
+404
New +$19.2K 0.05% 192

Other funds holding LMBS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Vima LLC's LMBS Position: Q2 2026 in Review

Vima LLC opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 593 shares worth $29.5K. The stake represents 0.03% of the portfolio and ranks #190 among its holdings. This is a return to the name: Vima LLC previously reported a position in LMBS as recently as Q1 2024.

Vima LLC first reported a position in LMBS in Q4 2023 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Vima LLC held 593 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $29.5K as of Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Vima LLC position in Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Vima LLC's portfolio in Q2 2026, its #190 holding.
  • Vima LLC first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 3 quarters since.
  • 231 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 Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.