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

Abbot Financial 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 		$2.69M Buy
54,031
+1,988
+4% +$99.7K 1.14% 23
2025
Q4 		$2.6M Buy
52,043
+12,624
+32% +$631K 1.08% 24
2025
Q3 		$1.96M Buy
39,419
+1,630
+4% +$80.7K 0.84% 30
2025
Q2 		$1.86M Buy
37,789
+8,871
+31% +$434K 0.86% 31
2025
Q1 		$1.42M Buy
28,918
+259
+0.9% +$12.7K 0.74% 37
2024
Q4 		$1.39M Buy
28,659
+6,975
+32% +$341K 0.69% 40
2024
Q3 		$1.07M Buy
21,684
+2,037
+10% +$99.7K 0.54% 48
2024
Q2 		$944K Sell
19,647
-367
-2% -$17.6K 0.51% 54
2024
Q1 		$966K Buy
20,014
+1,077
+6% +$51.9K 0.53% 52
2023
Q4 		$915K Buy
18,937
+238
+1% +$11.3K 0.55% 52
2023
Q3 		$883K Sell
18,699
-406
-2% -$19.3K 0.59% 49
2023
Q2 		$911K Buy
+19,105
New +$916K 0.58% 51

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $528B 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