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

First Horizon Advisors’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	$333K	Sell	6,769 -38	-0.6%	-$1.86K	0.01%	423
2025 Q1	$335K	Sell	6,807 -195	-3%	-$9.53K	0.01%	406
2024 Q4	$341K	Sell	7,002 -186	-3%	-$9.09K	0.01%	410
2024 Q3	$355K	Sell	7,188 -273	-4%	-$13.4K	0.01%	404
2024 Q2	$359K	Sell	7,461 -12,081	-62%	-$580K	0.01%	394
2024 Q1	$943K	Sell	19,542 -176	-0.9%	-$8.49K	0.03%	257
2023 Q4	$953K	Sell	19,718 -882	-4%	-$41.8K	0.03%	257
2023 Q3	$973K	Sell	20,600 -175	-0.8%	-$8.32K	0.04%	254
2023 Q2	$990K	Sell	20,775 -1,288	-6%	-$61.7K	0.03%	258
2023 Q1	$1.06M	Sell	22,063 -5,236	-19%	-$251K	0.04%	253
2022 Q4	$1.29M	Sell	27,299 -178,987	-87%	-$8.46M	0.05%	236
2022 Q3	$9.77M	Buy	206,286 +5,174	+3%	+$250K	0.39%	81
2022 Q2	$9.71M	Buy	201,112 +194,265	+2,837%	+$9.44M	0.35%	91
2022 Q1	$335K	Sell	6,847 -159,856	-96%	-$7.92M	0.02%	315
2021 Q4	$8.33M	Sell	166,703 -9,928	-6%	-$499K	0.25%	121
2021 Q3	$8.93M	Sell	176,631 -1,561	-0.9%	-$79.2K	0.29%	111
2021 Q2	$9.07M	Buy	178,192 +1,848	+1%	+$94.4K	0.49%	66
2021 Q1	$9M	Buy	176,344 +159,817	+967%	+$8.21M	0.52%	59
2020 Q4	$850K	Sell	16,527 -559	-3%	-$28.8K	0.06%	175
2020 Q3	$882K	Sell	17,086 -939	-5%	-$48.6K	0.07%	167
2020 Q2	$931K	Buy	18,025 +690	+4%	+$35.6K	0.07%	164
2020 Q1	$884K	Buy	17,335 +311	+2%	+$16.1K	0.08%	161
2019 Q4	$881K	Sell	17,024 -1,163	-6%	-$60.4K	0.06%	176
2019 Q3	$945K	Sell	18,187 -798	-4%	-$41.4K	0.07%	167
2019 Q2	$981K	Buy	18,985 +913	+5%	+$47K	0.08%	176
2019 Q1	$926K	Buy	+18,072	New	+$925K	0.07%	177

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

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

First Horizon Advisors's LMBS Position: Q2 2025 in Review

First Horizon Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.56% in Q2 2025, selling an estimated $1.86K and leaving 6,769 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #423.

First Horizon Advisors first reported a position in LMBS in Q1 2019 and has held it in 26 quarters since. The position peaked at $9.77M in Q3 2022. 416 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

First Horizon Advisors held 6,769 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $333K as of Q2 2025.
First Horizon Advisors sold 38 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2025, an estimated $1.86K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #423 holding.
First Horizon Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 26 quarters since.
First Horizon Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $9.77M in Q3 2022.
416 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 First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.