Armis Advisers’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Armis Advisers’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 Q2	–	Sell	-5,077	Closed	-$250K	–	479
2025 Q1	$250K	Sell	5,077 -436	-8%	-$21.3K	0.02%	354
2024 Q4	$268K	Buy	+5,513	New	+$269K	0.03%	288

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

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Armis Advisers's LMBS Position: Q2 2025 in Review

Armis Advisers sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2025, closing a stake of 5,077 shares — an estimated $250K sold.

Armis Advisers first reported a position in LMBS in Q4 2024 and held it in 2 quarters. The position peaked at $268K in Q4 2024. 418 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

Armis Advisers reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2025 after selling out during the quarter.
Armis Advisers sold 5,077 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2025, an estimated $250K.
Armis Advisers first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and held it in 2 quarters.
Armis Advisers's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $268K in Q4 2024.
418 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2025.

Based on Armis Advisers's 13F filing for Q2 2025, filed 15 Jul 2025.