Capital A Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Capital A Wealth 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
2025 Q2	$20.2K	Buy	+418	New	+$20.5K	0.23%	141
2025 Q1	–	Sell	-11	Closed	-$535	–	838
2024 Q4	$535	Buy	+11	New	+$537	﹤0.01%	649

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

Capital A Wealth Management's LMBS Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2025: 418 shares worth $20.2K. The stake represents 0.23% of the portfolio and ranks #141 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in LMBS as recently as Q4 2024.

Capital A Wealth Management first reported a position in LMBS in Q4 2024 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

Capital A Wealth Management held 418 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $20.2K as of Q2 2025.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Capital A Wealth Management position in Q2 2025.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.23% of Capital A Wealth Management's portfolio in Q2 2025, its #141 holding.
Capital A Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 2 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 Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.