Zacks Investment Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Zacks Investment Management’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	$234K	Buy	4,698 +400	+9%	+$19.9K	﹤0.01%	658
2026 Q1	$214K	Hold	4,298	–	–	﹤0.01%	662
2025 Q4	$215K	Buy	+4,298	New	+$215K	﹤0.01%	658

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Zacks Investment Management's LMBS Position: Q2 2026 in Review

Zacks Investment Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9.3% in Q2 2026, buying an estimated $19.9K and bringing the position to 4,698 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Zacks Investment Management first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Zacks Investment Management held 4,698 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $234K as of Q2 2026.
Zacks Investment Management bought 400 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $19.9K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #658 holding.
Zacks Investment Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
457 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 Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.