Avantax Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Avantax Advisory Services’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	$15.8M	Buy	321,449 +18,003	+6%	+$881K	0.09%	179
2025 Q1	$14.9M	Sell	303,446 -907	-0.3%	-$44.3K	0.09%	169
2024 Q4	$14.8M	Buy	304,353 +52,505	+21%	+$2.56M	0.09%	164
2024 Q3	$12.4M	Buy	251,848 +43,816	+21%	+$2.14M	0.08%	180
2024 Q2	$10M	Buy	208,032 +15,147	+8%	+$727K	0.07%	207
2024 Q1	$9.31M	Sell	192,885 -8,392	-4%	-$405K	0.08%	189
2023 Q4	$9.73M	Buy	201,277 +23,477	+13%	+$1.11M	0.1%	171
2023 Q3	$8.4M	Buy	177,800 +11,067	+7%	+$526K	0.09%	170
2023 Q2	$7.95M	Buy	166,733 +4,229	+3%	+$203K	0.09%	175
2023 Q1	$7.78M	Sell	162,504 -17,195	-10%	-$823K	0.1%	170
2022 Q4	$8.52M	Buy	179,699 +31,648	+21%	+$1.5M	0.11%	148
2022 Q3	$7.01M	Buy	148,051 +10,496	+8%	+$506K	0.11%	151
2022 Q2	$6.64M	Buy	137,555 +5,472	+4%	+$266K	0.1%	159
2022 Q1	$6.46M	Sell	132,083 -3,227	-2%	-$160K	0.09%	166
2021 Q4	$6.76M	Sell	135,310 -8,205	-6%	-$412K	0.1%	154
2021 Q3	$7.25M	Buy	143,515 +3,790	+3%	+$192K	0.12%	129
2021 Q2	$7.1M	Sell	139,725 -5,537	-4%	-$283K	0.13%	127
2021 Q1	$7.41M	Buy	145,262 +41,591	+40%	+$2.14M	0.16%	109
2020 Q4	$5.33M	Sell	103,671 -10,678	-9%	-$551K	0.13%	126
2020 Q3	$5.9M	Buy	114,349 +13,255	+13%	+$686K	0.09%	181
2020 Q2	$5.22M	Sell	101,094 -12,612	-11%	-$651K	0.15%	108
2020 Q1	$5.8M	Buy	113,706 +5,675	+5%	+$295K	0.17%	89
2019 Q4	$5.6M	Buy	108,031 +83,875	+347%	+$4.35M	0.13%	105
2019 Q3	$1.26M	Buy	24,156 +17,432	+259%	+$905K	0.05%	180
2019 Q2	$348K	Buy	+6,724	New	+$346K	0.02%	367

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Avantax Advisory Services's LMBS Position: Q2 2025 in Review

Avantax Advisory Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.9% in Q2 2025, buying an estimated $881K and bringing the position to 321,449 shares worth $15.8M. The position accounts for 0.09% of the portfolio, ranked #179.

Avantax Advisory Services first reported a position in LMBS in Q2 2019 and has held it in 25 quarters since. 416 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

Avantax Advisory Services held 321,449 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $15.8M as of Q2 2025.
Avantax Advisory Services bought 18,003 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2025, an estimated $881K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.09% of Avantax Advisory Services's portfolio in Q2 2025, its #179 holding.
Avantax Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2019 and has held it in 25 quarters since.
416 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 Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.