Focus Partners Wealth
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Focus Partners Wealth’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Focus Partners Wealth’s Portfolio LMBS Stock Details LMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.81M Sell
178,915
-2,958
-2% -$146K 0.02% 525
2025
Q1 		$8.94M Sell
181,873
-2,303
-1% -$113K 0.02% 495
2024
Q4 		$8.96M Buy
184,176
+443
+0.2% +$21.6K 0.02% 486
2024
Q3 		$9.08M Buy
183,733
+11,970
+7% +$592K 0.03% 425
2024
Q2 		$8.25M Buy
+171,763
New +$8.25M 0.03% 409