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

WhitTier Trust Company’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
Q1 		$35K Buy
+702
New +$35.2K ﹤0.01% 789

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UBS Group
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WhitTier Trust Company's LMBS Position: Q1 2026 in Review

WhitTier Trust Company opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026: 702 shares worth $35K. The stake represents ﹤0.01% of the portfolio and ranks #789 among its holdings.

440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • WhitTier Trust Company held 702 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $35K as of Q1 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new WhitTier Trust Company position in Q1 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #789 holding.
  • 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 WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.