Freedom Investment Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-4,669
| Closed | -$230K | – | 443 |
|
|
2025
Q2 | $230K | Sell |
4,669
-266
| -5% | -$13K | 0.02% | 669 |
|
|
2025
Q1 | $243K | Sell |
4,935
-173
| -3% | -$8.45K | 0.02% | 660 |
|
|
2024
Q4 | $249K | Sell |
5,108
-808
| -14% | -$39.5K | 0.02% | 662 |
|
|
2024
Q3 | $292K | Sell |
5,916
-437
| -7% | -$21.4K | 0.02% | 607 |
|
|
2024
Q2 | $305K | Sell |
6,353
-955
| -13% | -$45.8K | 0.03% | 588 |
|
|
2024
Q1 | $353K | Sell |
7,308
-79,424
| -92% | -$3.83M | 0.03% | 545 |
|
|
2023
Q4 | $4.19M | Buy |
86,732
+81,136
| +1,450% | +$3.85M | 0.34% | 53 |
|
|
2023
Q3 | $264K | Sell |
5,596
-15,633
| -74% | -$743K | 0.03% | 548 |
|
|
2023
Q2 | $1.01M | Sell |
21,229
-2,283
| -10% | -$109K | 0.11% | 235 |
|
|
2023
Q1 | $1.13M | Sell |
23,512
-4,264
| -15% | -$204K | 0.13% | 210 |
|
|
2022
Q4 | $1.32M | Sell |
27,776
-205
| -0.7% | -$9.69K | 0.15% | 183 |
|
|
2022
Q3 | $1.32M | Sell |
27,981
-1,044
| -4% | -$50.4K | 0.15% | 170 |
|
|
2022
Q2 | $1.4M | Sell |
29,025
-2,954
| -9% | -$144K | 0.15% | 184 |
|
|
2022
Q1 | $1.56M | Buy |
31,979
+992
| +3% | +$49.1K | 0.14% | 191 |
|
|
2021
Q4 | $1.55M | Sell |
30,987
-308
| -1% | -$15.5K | 0.11% | 234 |
|
|
2021
Q3 | $1.58M | Buy |
31,295
+2,454
| +9% | +$125K | 0.12% | 227 |
|
|
2021
Q2 | $1.47M | Sell |
28,841
-9,427
| -25% | -$481K | 0.11% | 229 |
|
|
2021
Q1 | $1.95M | Sell |
38,268
-2,386
| -6% | -$123K | 0.15% | 165 |
|
|
2020
Q4 | $2.09M | Buy |
40,654
+1,551
| +4% | +$80K | 0.23% | 99 |
|
|
2020
Q3 | $2.02M | Sell |
39,103
-2,603
| -6% | -$135K | 0.22% | 90 |
|
|
2020
Q2 | $2.15M | Sell |
41,706
-5,566
| -12% | -$287K | 0.23% | 89 |
|
|
2020
Q1 | $2.46M | Sell |
47,272
-928
| -2% | -$48.2K | 0.22% | 105 |
|
|
2019
Q4 | $2.5M | Sell |
48,200
-4,452
| -8% | -$231K | 0.22% | 94 |
|
|
2019
Q3 | $2.74M | Sell |
52,652
-2,580
| -5% | -$134K | 0.24% | 83 |
|
|
2019
Q2 | $2.85M | Sell |
55,232
-18,147
| -25% | -$933K | 0.24% | 83 |
|
|
2019
Q1 | $3.76M | Sell |
73,379
-87,294
| -54% | -$4.47M | 0.3% | 63 |
|
|
2018
Q4 | $8.2M | Buy |
160,673
+14,161
| +10% | +$721K | 0.64% | 22 |
|
|
2018
Q3 | $7.49M | Sell |
146,512
-1,589
| -1% | -$81.2K | 0.47% | 25 |
|
|
2018
Q2 | $7.58M | Buy |
148,101
+10,367
| +8% | +$531K | 0.46% | 25 |
|
|
2018
Q1 | $7.08M | Buy |
137,734
+2,879
| +2% | +$148K | 0.36% | 32 |
|
|
2017
Q4 | $6.96M | Sell |
134,855
-2,495
| -2% | -$129K | 0.36% | 32 |
|
|
2017
Q3 | $7.14M | Buy |
137,350
+5,091
| +4% | +$265K | 0.39% | 30 |
|
|
2017
Q2 | $6.89M | Buy |
132,259
+6,798
| +5% | +$355K | 0.39% | 30 |
|
|
2017
Q1 | $6.53M | Buy |
125,461
+1,583
| +1% | +$82.6K | 0.38% | 31 |
|
|
2016
Q4 | $6.46M | Buy |
123,878
+23,265
| +23% | +$1.22M | 0.41% | 30 |
|
|
2016
Q3 | $5.27M | Sell |
100,613
-9,800
| -9% | -$511K | 0.34% | 32 |
|
|
2016
Q2 | $5.7M | Buy |
110,413
+30,790
| +39% | +$1.58M | 0.39% | 25 |
|
|
2016
Q1 | $4.06M | Buy |
79,623
+11,542
| +17% | +$586K | 0.29% | 39 |
|
|
2015
Q4 | $3.43M | Buy |
68,081
+27,593
| +68% | +$1.39M | 0.26% | 44 |
|
|
2015
Q3 | $549K | Buy |
+40,488
| New | +$2.04M | 0.06% | 296 |
|
Other funds holding LMBS
Freedom Investment Management's LMBS Position: Q3 2025 in Review
Freedom Investment Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2025, closing a stake of 4,669 shares — an estimated $230K sold.
Freedom Investment Management first reported a position in LMBS in Q3 2015 and held it in 40 quarters. The position peaked at $8.2M in Q4 2018. 396 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.
- Freedom Investment Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2025 after selling out during the quarter.
- Freedom Investment Management sold 4,669 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $230K.
- Freedom Investment Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2015 and held it in 40 quarters.
- Freedom Investment Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $8.2M in Q4 2018.
- 396 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2025.
Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.