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

Farmers & Merchants Trust Company’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	$822K	Hold	16,501	–	–	0.19%	81
2025 Q4	$825K	Sell	16,501 -3,619	-18%	-$181K	0.19%	81
2025 Q3	$1M	Buy	20,120 +2,141	+12%	+$106K	0.21%	78
2025 Q2	$886K	Sell	17,979 -11	-0.1%	-$539	0.19%	95
2025 Q1	$884K	Buy	17,990 +252	+1%	+$12.3K	0.22%	77
2024 Q4	$863K	Buy	17,738 +724	+4%	+$35.4K	0.21%	80
2024 Q3	$841K	Buy	17,014 +141	+0.8%	+$6.9K	0.21%	82
2024 Q2	$811K	Buy	16,873 +5,891	+54%	+$283K	0.21%	82
2024 Q1	$530K	Buy	+10,982	New	+$529K	0.13%	113
2022 Q1	–	Sell	-8,357	Closed	-$418K	–	186
2021 Q4	$418K	Hold	8,357	–	–	0.1%	117
2021 Q3	$423K	Buy	8,357 +2,444	+41%	+$124K	0.11%	114
2021 Q2	$301K	Buy	+5,913	New	+$302K	0.08%	131

Other funds holding LMBS

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

LPL Financial San Diego, California $377B AUM 19.32% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Farmers & Merchants Trust Company's LMBS Position: Q1 2026 in Review

Farmers & Merchants Trust Company held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q1 2026 at 16,501 shares worth $822K. The position accounts for 0.19% of the portfolio, ranked #81.

Farmers & Merchants Trust Company first reported a position in LMBS in Q2 2021 and has held it in 12 quarters since. The position peaked at $1M in Q3 2025. 441 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Farmers & Merchants Trust Company held 16,501 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $822K as of Q1 2026.
Farmers & Merchants Trust Company left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.19% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #81 holding.
Farmers & Merchants Trust Company first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2021 and has held it in 12 quarters since.
Farmers & Merchants Trust Company's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1M in Q3 2025.
441 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q1 2026, filed 16 Apr 2026.