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

EPG Wealth 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
-1,165
Closed -$57.3K – 392
2025
Q1 		$57.3K Buy
1,165
+12
+1% +$586 0.02% 280
2024
Q4 		$56.1K Sell
1,153
-244
-17% -$11.9K 0.01% 290
2024
Q3 		$69K Buy
+1,397
New +$68.4K 0.02% 278
2024
Q2 		– Sell
-5,026
Closed -$241K – 237
2024
Q1 		$242K Buy
5,026
+207
+4% +$9.98K 0.06% 236
2023
Q4 		$231K Buy
4,819
+72
+2% +$3.41K 0.06% 225
2023
Q3 		$224K Buy
4,747
+44
+0.9% +$2.09K 0.07% 224
2023
Q2 		$224K Buy
4,703
+35
+0.7% +$1.68K 0.07% 220
2023
Q1 		$223K Buy
4,668
+35
+0.8% +$1.68K 0.07% 219
2022
Q4 		$220K Sell
4,633
-5,072
-52% -$240K 0.08% 200
2022
Q3 		$460K Sell
9,705
-2,044
-17% -$98.6K 0.19% 109
2022
Q2 		$567K Buy
11,749
+48
+0.4% +$2.33K 0.24% 91
2022
Q1 		$573K Sell
11,701
-1,287
-10% -$63.7K 0.2% 101
2021
Q4 		$649K Buy
12,988
+710
+6% +$35.7K 0.23% 91
2021
Q3 		$621K Sell
12,278
-249
-2% -$12.6K 0.25% 86
2021
Q2 		$638K Sell
12,527
-1,589
-11% -$81.1K 0.27% 86
2021
Q1 		$721K Buy
+14,116
New +$725K 0.35% 67
2020
Q3 		– Sell
-13,103
Closed -$677K – 135
2020
Q2 		$677K Buy
13,103
+368
+3% +$19K 0.48% 50
2020
Q1 		$649K Sell
12,735
-49,188
-79% -$2.55M 0.48% 53
2019
Q4 		$3.21M Buy
+61,923
New +$3.21M 2.35% 8

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
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

EPG Wealth Management's LMBS Position: Q2 2025 in Review

EPG Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2025, closing a stake of 1,165 shares — an estimated $57.3K sold.

EPG Wealth Management first reported a position in LMBS in Q4 2019 and held it in 19 quarters. The position peaked at $3.21M in Q4 2019. 418 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

  • EPG Wealth 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.
  • EPG Wealth Management sold 1,165 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2025, an estimated $57.3K.
  • EPG Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and held it in 19 quarters.
  • EPG Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.21M in Q4 2019.
  • 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 EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.