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: Q2 2026 in Review
Waterloo Capital reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.1% in Q2 2026, selling an estimated $249 and leaving 4,894 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #495.
Waterloo Capital first reported a position in LMBS in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.35M in Q3 2023. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Waterloo Capital held 4,894 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $244K as of Q2 2026.
- Waterloo Capital sold 5 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $249.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #495 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 13 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.
- 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 Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.