Central Pacific Bank - Trust Division’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Central Pacific Bank - Trust Division’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	-35,460	Closed	-$1.73M	–	874
2024 Q4	$1.73M	Sell	35,460 -21,690	-38%	-$1.06M	0.23%	109
2024 Q3	$2.82M	Hold	57,150	–	–	0.36%	64
2024 Q2	$2.75M	Sell	57,150 -1,355	-2%	-$65K	0.33%	64
2024 Q1	$2.81M	Buy	+58,505	New	+$2.82M	0.35%	57

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

Central Pacific Bank - Trust Division's LMBS Position: Q1 2025 in Review

Central Pacific Bank - Trust Division sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2025, closing a stake of 35,460 shares — an estimated $1.73M sold.

Central Pacific Bank - Trust Division first reported a position in LMBS in Q1 2024 and held it in 4 quarters. The position peaked at $2.82M in Q3 2024. 407 funds tracked by Wall St. Rank hold LMBS as of Q1 2025.

Central Pacific Bank - Trust Division 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.
Central Pacific Bank - Trust Division sold 35,460 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2025, an estimated $1.73M.
Central Pacific Bank - Trust Division first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2024 and held it in 4 quarters.
Central Pacific Bank - Trust Division's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.82M in Q3 2024.
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 Central Pacific Bank - Trust Division's 13F filing for Q1 2025, filed 3 Apr 2025.