Cutter & Co Brokerage’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Cutter & Co Brokerage’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 Q1	–	Sell	-4,388	Closed	-$214K	–	219
2024 Q4	$214K	Sell	4,388 -216	-5%	-$10.6K	0.05%	174
2024 Q3	$228K	Sell	4,604 -237	-5%	-$11.6K	0.05%	176
2024 Q2	$233K	Sell	4,841 -59	-1%	-$2.83K	0.06%	170
2024 Q1	$236K	Buy	4,900 +21	+0.4%	+$1.01K	0.06%	165
2023 Q4	$236K	Buy	4,879 +23	+0.5%	+$1.09K	0.07%	160
2023 Q3	$229K	Buy	4,856 +19	+0.4%	+$904	0.07%	167
2023 Q2	$231K	Buy	+4,837	New	+$232K	0.07%	175
2022 Q3	–	Sell	-4,682	Closed	-$226K	–	230
2022 Q2	$226K	Buy	+4,682	New	+$227K	0.08%	192

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cutter & Co Brokerage's LMBS Position: Q1 2025 in Review

Cutter & Co Brokerage sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2025, closing a stake of 4,388 shares — an estimated $214K sold.

Cutter & Co Brokerage first reported a position in LMBS in Q2 2022 and held it in 8 quarters. The position peaked at $236K in Q1 2024. 405 funds tracked by Wall St. Rank hold LMBS as of Q1 2025.

Cutter & Co Brokerage reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2025 after selling out during the quarter.
Cutter & Co Brokerage sold 4,388 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2025, an estimated $214K.
Cutter & Co Brokerage first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2022 and held it in 8 quarters.
Cutter & Co Brokerage's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $236K in Q1 2024.
405 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2025.

Based on Cutter & Co Brokerage's 13F filing for Q1 2025, filed 1 May 2025.