Focus Partners Wealth
LMBS icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.56M Sell
131,752
-47,596
-27% -$2.39M 0.01% 841
2025
Q4 		$8.97M Sell
179,348
-139
-0.1% -$6.95K 0.01% 740
2025
Q3 		$8.94M Buy
179,487
+572
+0.3% +$28.3K 0.01% 588
2025
Q2 		$8.81M Sell
178,915
-2,958
-2% -$145K 0.02% 526
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% 488
2024
Q3 		$9.08M Buy
183,733
+11,970
+7% +$586K 0.03% 427
2024
Q2 		$8.25M Buy
+171,763
New +$8.24M 0.03% 409

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UBS Group
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Raymond James Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return