Farmers & Merchants Investments Inc’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Farmers & Merchants Investments Inc’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	-972	Closed	-$47.3K	–	1772
2024 Q4	$47.3K	Buy	+972	New	+$47.5K	﹤0.01%	451
2024 Q1	–	Sell	-21	Closed	-$1.01K	–	1763
2023 Q4	$1.01K	Buy	+21	New	+$996	﹤0.01%	1439
2023 Q3	–	Sell	-58	Closed	-$2.77K	–	1792
2023 Q2	$2.77K	Buy	+58	New	+$2.78K	﹤0.01%	936
2020 Q2	–	Sell	-200	Closed	-$10K	–	860
2020 Q1	$10K	Buy	+200	New	+$10.4K	﹤0.01%	494

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Farmers & Merchants Investments Inc's LMBS Position: Q1 2025 in Review

Farmers & Merchants Investments Inc sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2025, closing a stake of 972 shares — an estimated $47.3K sold.

Farmers & Merchants Investments Inc first reported a position in LMBS in Q1 2020 and held it in 4 quarters. The position peaked at $47.3K in Q4 2024. 405 funds tracked by Wall St. Rank hold LMBS as of Q1 2025.

Farmers & Merchants Investments Inc 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.
Farmers & Merchants Investments Inc sold 972 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2025, an estimated $47.3K.
Farmers & Merchants Investments Inc first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and held it in 4 quarters.
Farmers & Merchants Investments Inc's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $47.3K in Q4 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 Farmers & Merchants Investments Inc's 13F filing for Q1 2025, filed 16 Apr 2025.