Davidson Trust Company’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Davidson Trust Company’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	-8,561	Closed	-$417K	–	167
2024 Q4	$417K	Hold	8,561	–	–	0.21%	100
2024 Q3	$423K	Buy	+8,561	New	+$419K	0.22%	102

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

Davidson Trust Company's LMBS Position: Q1 2025 in Review

Davidson Trust Company sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2025, closing a stake of 8,561 shares — an estimated $417K sold.

Davidson Trust Company first reported a position in LMBS in Q3 2024 and held it in 2 quarters. The position peaked at $423K in Q3 2024. 405 funds tracked by Wall St. Rank hold LMBS as of Q1 2025.

Davidson Trust Company 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.
Davidson Trust Company sold 8,561 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2025, an estimated $417K.
Davidson Trust Company first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2024 and held it in 2 quarters.
Davidson Trust Company's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $423K in Q3 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 Davidson Trust Company's 13F filing for Q1 2025, filed 29 Apr 2025.