Envestnet Portfolio Solutions
LMBS icon

Envestnet Portfolio Solutions’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Envestnet Portfolio Solutions’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
2026
Q1 		$6.86M Sell
137,701
-5,957
-4% -$299K 0.04% 236
2025
Q4 		$7.18M Sell
143,658
-7,106
-5% -$355K 0.03% 303
2025
Q3 		$7.51M Sell
150,764
-319
-0.2% -$15.8K 0.03% 274
2025
Q2 		$7.44M Sell
151,083
-38,450
-20% -$1.88M 0.03% 273
2025
Q1 		$9.32M Buy
189,533
+4,329
+2% +$212K 0.04% 243
2024
Q4 		$9.01M Buy
185,204
+11,321
+7% +$553K 0.03% 272
2024
Q3 		$8.59M Buy
173,883
+1,941
+1% +$95K 0.03% 279
2024
Q2 		$8.26M Sell
171,942
-5,625
-3% -$270K 0.03% 268
2024
Q1 		$8.57M Sell
177,567
-4,837
-3% -$233K 0.03% 265
2023
Q4 		$8.81M Buy
182,404
+17,467
+11% +$828K 0.04% 222
2023
Q3 		$7.79M Buy
+164,937
New +$7.84M 0.04% 221

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return