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

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

Creekmur Asset Management's LMBS Position: Q3 2025 in Review

Creekmur Asset Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 84% in Q3 2025, selling an estimated $26.2K and leaving 103 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Creekmur Asset Management first reported a position in LMBS in Q4 2023 and has held it in 8 quarters since. The position peaked at $31.2K in Q2 2025. 399 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.

  • Creekmur Asset Management held 103 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $5.13K as of Q3 2025.
  • Creekmur Asset Management sold 530 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $26.2K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #569 holding.
  • Creekmur Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $31.2K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.