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

Anfield Capital 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 		$4.23M Buy
85,015
+6,765
+9% +$339K 1.17% 17
2025
Q4 		$3.91M Buy
78,250
+1,828
+2% +$91.4K 1.23% 18
2025
Q3 		$3.81M Sell
76,422
-5,233
-6% -$259K 1.12% 22
2025
Q2 		$4.02M Buy
81,655
+1,879
+2% +$92K 1.33% 22
2025
Q1 		$3.92M Buy
79,776
+14,388
+22% +$703K 1.45% 20
2024
Q4 		$3.18M Sell
65,388
-2,640
-4% -$129K 1.15% 21
2024
Q3 		$3.36M Buy
+68,028
New +$3.33M 1.28% 20
2021
Q3 		– Sell
-29,645
Closed -$1.51M – 199
2021
Q2 		$1.51M Buy
29,645
+16,958
+134% +$866K 0.57% 34
2021
Q1 		$648K Buy
12,687
+4,970
+64% +$255K 0.26% 62
2020
Q4 		$397K Buy
7,717
+2,415
+46% +$125K 0.17% 71
2020
Q3 		$274K Buy
+5,302
New +$274K 0.16% 60

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