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

Cresset 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 Q2	–	Sell	-7,760	Closed	-$381K	–	1635
2025 Q1	$381K	Hold	7,760	–	–	﹤0.01%	1204
2024 Q4	$378K	Hold	7,760	–	–	﹤0.01%	1224
2024 Q3	$383K	Sell	7,760 -27	-0.3%	-$1.32K	﹤0.01%	1677
2024 Q2	$374K	Hold	7,787	–	–	﹤0.01%	1596
2024 Q1	$376K	Hold	7,787	–	–	﹤0.01%	1475
2023 Q4	$376K	Sell	7,787 -14,878	-66%	-$705K	﹤0.01%	1380
2023 Q3	$1.07M	Sell	22,665 -1,470	-6%	-$69.9K	﹤0.01%	822
2023 Q2	$1.15M	Buy	24,135 +5,049	+26%	+$242K	﹤0.01%	879
2023 Q1	$914K	Sell	19,086 -21,963	-54%	-$1.05M	0.02%	362
2022 Q4	$1.95M	Sell	41,049 -11,813	-22%	-$558K	0.02%	202
2022 Q3	$2.5M	Sell	52,862 -6,496	-11%	-$313K	0.03%	191
2022 Q2	$2.83M	Buy	59,358 +733	+1%	+$35.6K	0.03%	179
2022 Q1	$2.87M	Buy	58,625 +16,470	+39%	+$816K	0.03%	200
2021 Q4	$2.11M	Sell	42,155 -380	-0.9%	-$19.1K	0.02%	288
2021 Q3	$2.15M	Buy	42,535 +36,535	+609%	+$1.85M	0.03%	217
2021 Q2	$305K	Buy	+6,000	New	+$306K	﹤0.01%	760

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Cresset Asset Management's LMBS Position: Q2 2025 in Review

Cresset Asset Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2025, closing a stake of 7,760 shares — an estimated $381K sold.

Cresset Asset Management first reported a position in LMBS in Q2 2021 and held it in 16 quarters. The position peaked at $2.87M in Q1 2022. 418 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

Cresset Asset Management 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.
Cresset Asset Management sold 7,760 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2025, an estimated $381K.
Cresset Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2021 and held it in 16 quarters.
Cresset Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.87M in Q1 2022.
418 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 Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.