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

Creekmur Asset 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 Q3	$5.13K	Sell	103 -530	-84%	-$26.2K	﹤0.01%	569
2025 Q2	$31.2K	Buy	633 +527	+497%	+$25.8K	0.01%	389
2025 Q1	$5.21K	Hold	106	–	–	﹤0.01%	542
2024 Q4	$5.16K	Sell	106 -6	-5%	-$293	﹤0.01%	490
2024 Q3	$5.53K	Sell	112 -147	-57%	-$7.2K	﹤0.01%	519
2024 Q2	$12.4K	Sell	259 -36	-12%	-$1.73K	﹤0.01%	464
2024 Q1	$14.2K	Sell	295 -28	-9%	-$1.35K	﹤0.01%	430
2023 Q4	$15.6K	Buy	+323	New	+$15.3K	﹤0.01%	458

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return