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

Clarus Wealth 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	-8,267	Closed	-$400K	–	123
2024 Q4	$400K	Sell	8,267 -160	-2%	-$7.82K	0.2%	83
2024 Q3	$412K	Sell	8,427 -66	-0.8%	-$3.23K	0.21%	84
2024 Q2	$411K	Sell	8,493 -885	-9%	-$42.5K	0.22%	83
2024 Q1	$448K	Buy	9,378 +708	+8%	+$34.1K	0.25%	79
2023 Q4	$419K	Buy	+8,670	New	+$411K	0.25%	79
2023 Q2	$402K	Sell	8,499 -7,563	-47%	-$363K	0.24%	81
2023 Q1	$773K	Buy	16,062 +871	+6%	+$41.7K	0.49%	42
2022 Q4	$726K	Buy	15,191 +1,736	+13%	+$82.1K	0.48%	43
2022 Q3	$637K	Sell	13,455 -95	-0.7%	-$4.58K	0.45%	41
2022 Q2	$655K	Sell	13,550 -8,765	-39%	-$426K	0.46%	41
2022 Q1	$1.09M	Buy	22,315 +1,846	+9%	+$91.4K	0.68%	33
2021 Q4	$1.02M	Buy	20,469 +7,119	+53%	+$358K	0.59%	36
2021 Q3	$676K	Sell	13,350 -80	-0.6%	-$4.06K	0.42%	41
2021 Q2	$683K	Buy	13,430 +588	+5%	+$30K	0.43%	43
2021 Q1	$656K	Buy	12,842 +1,321	+11%	+$67.9K	0.41%	51
2020 Q4	$593K	Buy	11,521 +34	+0.3%	+$1.75K	0.39%	47
2020 Q3	$594K	Buy	11,487 +314	+3%	+$16.2K	0.46%	45
2020 Q2	$579K	Buy	+11,173	New	+$577K	0.49%	42

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

Clarus Wealth Advisors's LMBS Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2025, closing a stake of 8,267 shares — an estimated $400K sold.

Clarus Wealth Advisors first reported a position in LMBS in Q2 2020 and held it in 18 quarters. The position peaked at $1.09M in Q1 2022. 407 funds tracked by Wall St. Rank hold LMBS as of Q1 2025.

Clarus Wealth 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.
Clarus Wealth Advisors sold 8,267 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2025, an estimated $400K.
Clarus Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2020 and held it in 18 quarters.
Clarus Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.09M in Q1 2022.
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 Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.