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

Boston Financial Management’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 Q4	$4.23M	Buy	86,876 +3,964	+5%	+$194K	0.13%	104
2024 Q3	$4.1M	Buy	82,912 +3,632	+5%	+$178K	0.12%	111
2024 Q2	$3.81M	Buy	79,280 +11,008	+16%	+$528K	0.12%	110
2024 Q1	$3.29M	Buy	68,272 +9,515	+16%	+$459K	0.1%	118
2023 Q4	$2.84M	Buy	+58,757	New	+$2.79M	0.1%	122

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Boston Financial Management's LMBS Position: Q4 2024 in Review

Boston Financial Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.8% in Q4 2024, buying an estimated $194K and bringing the position to 86,876 shares worth $4.23M. The position accounts for 0.13% of the portfolio, ranked #104.

Boston Financial Management first reported a position in LMBS in Q4 2023 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

Boston Financial Management held 86,876 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $4.23M as of Q4 2024.
Boston Financial Management bought 3,964 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $194K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.13% of Boston Financial Management's portfolio in Q4 2024, its #104 holding.
Boston Financial Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 5 quarters since.
414 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.