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EP Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

EP Wealth Advisors’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 		$279K Buy
+5,657
New +$277K ﹤0.01% 1061

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $570B 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

EP Wealth Advisors's LMBS Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2025: 5,657 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings.

416 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

  • EP Wealth Advisors held 5,657 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $279K as of Q2 2025.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new EP Wealth Advisors position in Q2 2025.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1061 holding.
  • 416 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 EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.