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Financial Enhancement Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Financial Enhancement Group’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
Q4 		– Sell
-309,533
Closed -$15.4M – 137
2025
Q3 		$15.4M Sell
309,533
-59,506
-16% -$2.95M 2.07% 12
2025
Q2 		$18.1M Sell
369,039
-128,060
-26% -$6.27M 2.59% 10
2025
Q1 		$24.2M Buy
497,099
+244,979
+97% +$12M 3.78% 4
2024
Q4 		$12.2M Sell
252,120
-190,285
-43% -$9.3M 1.87% 16
2024
Q3 		$21.3M Buy
442,405
+206,322
+87% +$10.1M 4.13% 5
2024
Q2 		$11.5M Buy
236,083
+3,263
+1% +$157K 1.86% 16
2024
Q1 		$11.1M Sell
232,820
-335,663
-59% -$16.2M 1.83% 14
2023
Q4 		$27.5M Buy
568,483
+230,895
+68% +$10.9M 4.84% 4
2023
Q3 		$15.9M Sell
337,588
-3,525
-1% -$168K 3.06% 5
2023
Q2 		$16.2M Sell
341,113
-101,292
-23% -$4.86M 3% 7
2023
Q1 		$21.3M Buy
442,405
+134,921
+44% +$6.46M 4.13% 5
2022
Q4 		$14.7M Buy
307,484
+97,944
+47% +$4.63M 2.83% 7
2022
Q3 		$9.92M Buy
+209,540
New +$10.1M 2.29% 11

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Financial Enhancement Group's LMBS Position: Q4 2025 in Review

Financial Enhancement Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2025, closing a stake of 309,533 shares — an estimated $15.4M sold.

Financial Enhancement Group first reported a position in LMBS in Q3 2022 and held it in 13 quarters. The position peaked at $27.5M in Q4 2023. 431 funds tracked by Wall St. Rank hold LMBS as of Q4 2025.

  • Financial Enhancement Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Enhancement Group sold 309,533 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2025, an estimated $15.4M.
  • Financial Enhancement Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2022 and held it in 13 quarters.
  • Financial Enhancement Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $27.5M in Q4 2023.
  • 431 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2025.

Based on Financial Enhancement Group's 13F filing for Q4 2025, filed 23 Jan 2026.