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

Cambridge Advisors’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 Q1	–	Sell	-5,023	Closed	-$244K	–	177
2024 Q4	$244K	Sell	5,023 -204	-4%	-$9.96K	0.05%	156
2024 Q3	$258K	Sell	5,227 -42	-0.8%	-$2.06K	0.06%	155
2024 Q2	$253K	Buy	5,269 +8	+0.2%	+$384	0.06%	155
2024 Q1	$254K	Buy	5,261 +13	+0.2%	+$627	0.06%	156
2023 Q4	$254K	Sell	5,248 -2,467	-32%	-$117K	0.06%	150
2023 Q3	$364K	Buy	7,715 +33	+0.4%	+$1.57K	0.1%	128
2023 Q2	$366K	Sell	7,682 -11,599	-60%	-$556K	0.09%	128
2023 Q1	$923K	Sell	19,281 -643	-3%	-$30.8K	0.24%	71
2022 Q4	$945K	Sell	19,924 -6,313	-24%	-$298K	0.25%	66
2022 Q3	$1.24M	Sell	26,237 -371	-1%	-$17.9K	0.36%	46
2022 Q2	$1.28M	Sell	26,608 -109	-0.4%	-$5.29K	0.35%	49
2022 Q1	$1.31M	Sell	26,717 -666	-2%	-$33K	0.31%	56
2021 Q4	$1.37M	Sell	27,383 -2,248	-8%	-$113K	0.31%	56
2021 Q3	$1.5M	Buy	29,631 +47	+0.2%	+$2.38K	0.37%	42
2021 Q2	$1.51M	Sell	29,584 -37,130	-56%	-$1.9M	0.36%	44
2021 Q1	$3.41M	Buy	66,714 +15,437	+30%	+$793K	0.87%	21
2020 Q4	$2.64M	Sell	51,277 -2,013	-4%	-$104K	0.71%	23
2020 Q3	$2.75M	Sell	53,290 -2,567	-5%	-$133K	0.81%	23
2020 Q2	$2.89M	Buy	55,857 +9,169	+20%	+$473K	0.9%	20
2020 Q1	$2.38M	Sell	46,688 -173	-0.4%	-$8.98K	0.87%	18
2019 Q4	$2.43M	Buy	46,861 +40,167	+600%	+$2.08M	0.74%	22
2019 Q3	$348K	Buy	+6,694	New	+$347K	0.11%	101

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cambridge Advisors's LMBS Position: Q1 2025 in Review

Cambridge Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2025, closing a stake of 5,023 shares — an estimated $244K sold.

Cambridge Advisors first reported a position in LMBS in Q3 2019 and held it in 22 quarters. The position peaked at $3.41M in Q1 2021. 407 funds tracked by Wall St. Rank hold LMBS as of Q1 2025.

Cambridge Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2025 after selling out during the quarter.
Cambridge Advisors sold 5,023 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2025, an estimated $244K.
Cambridge Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2019 and held it in 22 quarters.
Cambridge Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.41M in Q1 2021.
407 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2025.

Based on Cambridge Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.