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Beacon Capital Management LLC (Tennessee)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-484
Closed -$23.8K – 636
2025
Q2 		$23.8K Sell
484
-54
-10% -$2.64K ﹤0.01% 479
2025
Q1 		$26.4K Sell
538
-2,341
-81% -$114K ﹤0.01% 424
2024
Q4 		$140K Buy
2,879
+19
+0.7% +$928 0.02% 151
2024
Q3 		$141K Buy
2,860
+2
+0.1% +$98 0.02% 157
2024
Q2 		$137K Sell
2,858
-104
-4% -$4.99K 0.03% 136
2024
Q1 		$143K Sell
2,962
-505
-15% -$24.3K 0.03% 134
2023
Q4 		$164K Sell
3,467
-749
-18% -$35.5K 0.05% 102
2023
Q3 		$201K Hold
4,216
– – 0.05% 91
2023
Q2 		$201K Sell
4,216
-871
-17% -$41.7K 0.05% 91
2023
Q1 		$244K Sell
5,087
-39
-0.8% -$1.87K 0.07% 72
2022
Q4 		$243K Sell
5,126
-5,050
-50% -$239K 0.08% 71
2022
Q3 		$491K Sell
10,176
-850
-8% -$41K 0.16% 45
2022
Q2 		$540K Hold
11,026
– – 0.13% 49
2022
Q1 		$540K Buy
+11,026
New +$546K 0.13% 49

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UBS Group
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s LMBS Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2025, closing a stake of 484 shares — an estimated $23.8K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in LMBS in Q1 2022 and held it in 14 quarters. The position peaked at $540K in Q2 2022. 399 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) 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.
  • Beacon Capital Management LLC (Tennessee) sold 484 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $23.8K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $540K in Q2 2022.
  • 399 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 Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.