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

EWG Elevate’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
Q3 		$6.85M Sell
137,579
-66,123
-32% -$3.27M 2.14% 9
2025
Q2 		$10M Sell
203,702
-320
-0.2% -$15.7K 3.09% 4
2025
Q1 		$10M Sell
204,022
-24,555
-11% -$1.2M 3.75% 6
2024
Q4 		$11.1M Sell
228,577
-129,824
-36% -$6.34M 3.39% 6
2024
Q3 		$17.7M Buy
358,401
+140,356
+64% +$6.87M 7.11% 1
2024
Q2 		$10.5M Buy
218,045
+8,995
+4% +$432K 3.83% 4
2024
Q1 		$10.1M Buy
209,050
+10,407
+5% +$502K 3.84% 3
2023
Q4 		$9.6M Buy
198,643
+3,479
+2% +$165K 3.98% 7
2023
Q3 		$9.22M Buy
195,164
+6,780
+4% +$322K 4.17% 5
2023
Q2 		$8.98M Buy
188,384
+12,373
+7% +$593K 3.71% 4
2023
Q1 		$8.43M Buy
176,011
+143,287
+438% +$6.86M 3.6% 5
2022
Q4 		$1.55M Buy
32,724
+1,046
+3% +$49.4K 0.78% 31
2022
Q3 		$1.5M Buy
31,678
+620
+2% +$29.9K 0.85% 25
2022
Q2 		$1.5M Buy
31,058
+26,273
+549% +$1.28M 0.73% 34
2022
Q1 		$234K Buy
+4,785
New +$237K 0.09% 76

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EWG Elevate's LMBS Position: Q3 2025 in Review

EWG Elevate reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 32% in Q3 2025, selling an estimated $3.27M and leaving 137,579 shares worth $6.85M. The position accounts for 2.14% of the portfolio, ranked #9.

EWG Elevate first reported a position in LMBS in Q1 2022 and has held it in 15 quarters since. The position peaked at $17.7M in Q3 2024. 396 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.

  • EWG Elevate held 137,579 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $6.85M as of Q3 2025.
  • EWG Elevate sold 66,123 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $3.27M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.14% of EWG Elevate's portfolio in Q3 2025, its #9 holding.
  • EWG Elevate first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and has held it in 15 quarters since.
  • EWG Elevate's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $17.7M in Q3 2024.
  • 396 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.