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

Core Wealth Partners’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	–	Sell	-18,778	Closed	-$923K	–	185
2025 Q1	$923K	Sell	18,778 -6,995	-27%	-$342K	0.54%	48
2024 Q4	$1.25M	Buy	25,773 +1,645	+7%	+$80.4K	0.72%	36
2024 Q3	$1.19M	Buy	24,128 +14,963	+163%	+$732K	0.72%	33
2024 Q2	$440K	Buy	9,165 +858	+10%	+$41.2K	0.3%	71
2024 Q1	$401K	Buy	8,307 +3,349	+68%	+$161K	0.3%	70
2023 Q4	$240K	Buy	+4,958	New	+$235K	0.2%	99

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

Core Wealth Partners's LMBS Position: Q2 2025 in Review

Core Wealth Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2025, closing a stake of 18,778 shares — an estimated $923K sold.

Core Wealth Partners first reported a position in LMBS in Q4 2023 and held it in 6 quarters. The position peaked at $1.25M in Q4 2024. 416 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

Core Wealth Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2025 after selling out during the quarter.
Core Wealth Partners sold 18,778 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2025, an estimated $923K.
Core Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and held it in 6 quarters.
Core Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.25M in Q4 2024.
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 Core Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.