CFFP
LMBS icon

Center for Financial Planning’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Center for Financial Planning’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
2026
Q1 		$3.31M Buy
66,511
+540
+0.8% +$27.1K 0.35% 23
2025
Q4 		$3.3M Sell
65,971
-3,075
-4% -$154K 0.34% 21
2025
Q3 		$3.44M Buy
69,046
+4,046
+6% +$200K 0.37% 19
2025
Q2 		$3.2M Sell
65,000
-20,359
-24% -$997K 0.37% 19
2025
Q1 		$4.2M Buy
85,359
+8,116
+11% +$397K 0.54% 15
2024
Q4 		$3.76M Buy
+77,243
New +$3.77M 0.5% 16
2021
Q2 		– Sell
-1,000
Closed -$51K – 524
2021
Q1 		$51K Sell
1,000
-575
-37% -$29.5K 0.01% 210
2020
Q4 		$81K Buy
+1,575
New +$81.2K 0.02% 162

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return