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

Cornerstone Wealth Management’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
Q4 		– Sell
-6,076
Closed -$303K – 708
2025
Q3 		$303K Sell
6,076
-337
-5% -$16.7K 0.02% 525
2025
Q2 		$316K Sell
6,413
-10
-0.2% -$490 0.02% 500
2025
Q1 		$316K Sell
6,423
-62
-1% -$3.03K 0.02% 464
2024
Q4 		$316K Sell
6,485
-43
-0.7% -$2.1K 0.02% 455
2024
Q3 		$323K Buy
6,528
+18
+0.3% +$881 0.02% 443
2024
Q2 		$313K Buy
6,510
+18
+0.3% +$864 0.02% 428
2024
Q1 		$313K Sell
6,492
-222
-3% -$10.7K 0.03% 425
2023
Q4 		$324K Sell
6,714
-92
-1% -$4.36K 0.03% 397
2023
Q3 		$322K Sell
6,806
-378
-5% -$18K 0.03% 408
2023
Q2 		$342K Sell
7,184
-1,874
-21% -$89.8K 0.03% 377
2023
Q1 		$434K Buy
+9,058
New +$434K 0.04% 305
2022
Q3 		$462K Sell
9,749
-159
-2% -$7.67K 0.05% 272
2022
Q2 		$479K Sell
9,908
-385
-4% -$18.7K 0.05% 268
2022
Q1 		$504K Buy
10,293
+10
+0.1% +$495 0.05% 273
2021
Q4 		$514K Sell
10,283
-806
-7% -$40.5K 0.05% 280
2021
Q3 		$561K Buy
11,089
+1,292
+13% +$65.6K 0.06% 251
2021
Q2 		$499K Sell
9,797
-1,190
-11% -$60.8K 0.05% 282
2021
Q1 		$561K Sell
10,987
-3,188
-22% -$164K 0.07% 255
2020
Q4 		$730K Buy
14,175
+7,618
+116% +$393K 0.09% 195
2020
Q3 		$339K Sell
6,557
-4,090
-38% -$212K 0.05% 276
2020
Q2 		$550K Buy
+10,647
New +$550K 0.09% 202
2019
Q4 		– Sell
-7,234
Closed -$376K – 362
2019
Q3 		$376K Buy
7,234
+7
+0.1% +$363 0.07% 241
2019
Q2 		$375K Buy
7,227
+2,084
+41% +$107K 0.07% 243
2019
Q1 		$259K Sell
5,143
-12,013
-70% -$615K 0.03% 424
2018
Q4 		$874K Sell
17,156
-1,007,633
-98% -$51.3M 0.19% 115
2018
Q3 		$19.7M Sell
1,024,789
-29,699
-3% -$1.52M 0.25% 96
2018
Q2 		$20.6M Buy
1,054,488
+1,031,370
+4,461% +$52.8M 0.23% 104
2018
Q1 		$1.19M Buy
23,118
+463
+2% +$23.8K 0.23% 91
2017
Q4 		$1.17M Buy
22,655
+2,957
+15% +$153K 0.22% 101
2017
Q3 		$1.03M Buy
19,698
+1,827
+10% +$95.2K 0.21% 104
2017
Q2 		$936K Buy
+17,871
New +$933K 0.21% 101

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $570B 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

Cornerstone Wealth Management's LMBS Position: Q4 2025 in Review

Cornerstone Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2025, closing a stake of 6,076 shares — an estimated $303K sold.

Cornerstone Wealth Management first reported a position in LMBS in Q2 2017 and held it in 31 quarters. The position peaked at $20.6M in Q2 2018. 429 funds tracked by Wall St. Rank hold LMBS as of Q4 2025.

  • Cornerstone Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 6,076 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2025, an estimated $303K.
  • Cornerstone Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2017 and held it in 31 quarters.
  • Cornerstone Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $20.6M in Q2 2018.
  • 429 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2025.

Based on Cornerstone Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.