Atria Wealth Solutions’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Atria Wealth Solutions’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	$2.55M	Sell	51,739 -61,633	-54%	-$3.02M	0.06%	353
2025 Q1	$5.57M	Sell	113,372 -7,727	-6%	-$378K	0.07%	307
2024 Q4	$5.89M	Sell	121,099 -13,439	-10%	-$656K	0.06%	316
2024 Q3	$6.65M	Buy	134,538 +15,269	+13%	+$747K	0.07%	281
2024 Q2	$5.73M	Buy	119,269 +1,028	+0.9%	+$49.3K	0.06%	309
2024 Q1	$5.71M	Sell	118,241 -7,668	-6%	-$370K	0.06%	304
2023 Q4	$6.08M	Sell	125,909 -1,308	-1%	-$62K	0.08%	258
2023 Q3	$6.01M	Sell	127,217 -5,285	-4%	-$251K	0.08%	245
2023 Q2	$6.32M	Sell	132,502 -15,758	-11%	-$755K	0.09%	231
2023 Q1	$7.1M	Sell	148,260 -58,365	-28%	-$2.79M	0.11%	189
2022 Q4	$9.8M	Sell	206,625 -61,740	-23%	-$2.92M	0.16%	140
2022 Q3	$12.7M	Buy	268,365 +1,809	+0.7%	+$87.3K	0.22%	101
2022 Q2	$12.9M	Sell	266,556 -95,789	-26%	-$4.65M	0.24%	94
2022 Q1	$17.7M	Buy	+362,345	New	+$17.9M	0.3%	71

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

Atria Wealth Solutions's LMBS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 54% in Q2 2025, selling an estimated $3.02M and leaving 51,739 shares worth $2.55M. The position accounts for 0.06% of the portfolio, ranked #353.

Atria Wealth Solutions first reported a position in LMBS in Q1 2022 and has held it in 14 quarters since. The position peaked at $17.7M in Q1 2022. 418 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

Atria Wealth Solutions held 51,739 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.55M as of Q2 2025.
Atria Wealth Solutions sold 61,633 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2025, an estimated $3.02M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #353 holding.
Atria Wealth Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $17.7M in Q1 2022.
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 Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.