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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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

Zacks Investment Management's LMBS Position: Q1 2026 in Review

Zacks Investment Management held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q1 2026 at 4,298 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Zacks Investment Management first reported a position in LMBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $215K in Q4 2025. 441 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Zacks Investment Management held 4,298 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $214K as of Q1 2026.
  • Zacks Investment Management 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 ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #662 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 2 quarters since.
  • Zacks Investment Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $215K in Q4 2025.
  • 441 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 Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.