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

Alpha Financial Advisors’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
2025
Q3 		– Sell
-105,213
Closed -$5.18M – 63
2025
Q2 		$5.18M Buy
105,213
+7,118
+7% +$348K 2% 13
2025
Q1 		$4.82M Buy
98,095
+3,652
+4% +$178K 2.14% 11
2024
Q4 		$4.6M Sell
94,443
-50
-0.1% -$2.44K 2.08% 11
2024
Q3 		$4.67M Buy
94,493
+1,943
+2% +$95.1K 2.07% 12
2024
Q2 		$4.45M Sell
92,550
-1,557
-2% -$74.7K 2.14% 12
2024
Q1 		$4.54M Buy
94,107
+1,565
+2% +$75.5K 2.14% 12
2023
Q4 		$4.47M Sell
92,542
-2,927
-3% -$139K 2.27% 12
2023
Q3 		$4.51M Buy
95,469
+281
+0.3% +$13.4K 2.86% 10
2023
Q2 		$4.54M Buy
95,188
+716
+0.8% +$34.3K 2.84% 10
2023
Q1 		$4.52M Sell
94,472
-1,128
-1% -$54K 3.14% 10
2022
Q4 		$4.53M Buy
+95,600
New +$4.52M 3.94% 8

Other funds holding LMBS

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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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return