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

Concurrent Investment 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
2026
Q1 		$71M Buy
1,424,840
+217,016
+18% +$10.9M 0.78% 18
2025
Q4 		$60.4M Buy
1,207,824
+382,941
+46% +$19.1M 0.69% 17
2025
Q3 		$41.1M Buy
824,883
+49,358
+6% +$2.44M 0.71% 20
2025
Q2 		$38.2M Buy
775,525
+33,469
+5% +$1.64M 0.74% 22
2025
Q1 		$36.5M Buy
742,056
+36,557
+5% +$1.79M 0.89% 15
2024
Q4 		$34.3M Sell
705,499
-47,569
-6% -$2.32M 0.93% 15
2024
Q3 		$37.2M Buy
753,068
+48,939
+7% +$2.4M 1.1% 12
2024
Q2 		$33.8M Buy
704,129
+81,638
+13% +$3.92M 1.12% 11
2024
Q1 		$30M Buy
622,491
+110,207
+22% +$5.31M 1.22% 11
2023
Q4 		$24.8M Buy
+512,284
New +$24.3M 1.17% 10

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