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

Birchbrook’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
2024
Q1 		– Sell
-360
Closed -$17.4K – 298
2023
Q4 		$17.4K Buy
+360
New +$17.1K 0.01% 174

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Birchbrook's LMBS Position: Q1 2024 in Review

Birchbrook sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2024, closing a stake of 360 shares — an estimated $17.4K sold.

Birchbrook first reported a position in LMBS in Q4 2023 and held it in 1 quarter. The position peaked at $17.4K in Q4 2023. 375 funds tracked by Wall St. Rank hold LMBS as of Q1 2024.

  • Birchbrook reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2024 after selling out during the quarter.
  • Birchbrook sold 360 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2024, an estimated $17.4K.
  • Birchbrook first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and held it in 1 quarter.
  • Birchbrook's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $17.4K in Q4 2023.
  • 375 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2024.

Based on Birchbrook's 13F filing for Q1 2024, filed 10 Jun 2025.