Waterloo Capital’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Waterloo Capital's LMBS Position: Q1 2026 in Review
Waterloo Capital held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q1 2026 at 4,899 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #436.
Waterloo Capital first reported a position in LMBS in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.35M in Q3 2023. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Waterloo Capital held 4,899 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $244K as of Q1 2026.
- Waterloo Capital left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q1 2026.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #436 holding.
- Waterloo Capital first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and has held it in 12 quarters since.
- Waterloo Capital's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.35M in Q3 2023.
- 440 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 Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.