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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Alpha Financial Advisors's LMBS Position: Q3 2025 in Review

Alpha Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2025, closing a stake of 105,213 shares — an estimated $5.18M sold.

Alpha Financial Advisors first reported a position in LMBS in Q4 2022 and held it in 11 quarters. The position peaked at $5.18M in Q2 2025. 398 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.

Alpha Financial Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2025 after selling out during the quarter.
Alpha Financial Advisors sold 105,213 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $5.18M.
Alpha Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and held it in 11 quarters.
Alpha Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $5.18M in Q2 2025.
398 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2025.

Based on Alpha Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.