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

GAMMA Investing’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	-8	Closed	-$398	–	4112
2025 Q3	$398	Hold	8	–	–	﹤0.01%	3744
2025 Q2	$394	Sell	8 -1,298	-99%	-$63.5K	﹤0.01%	3662
2025 Q1	$64.2K	Sell	1,306 -98	-7%	-$4.79K	﹤0.01%	1612
2024 Q4	$68.3K	Buy	1,404 +106	+8%	+$5.18K	0.01%	1400
2024 Q3	$64.1K	Hold	1,298	–	–	0.01%	1311
2024 Q2	$62.4K	Buy	+1,298	New	+$62.3K	0.01%	1040

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

GAMMA Investing's LMBS Position: Q4 2025 in Review

GAMMA Investing sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2025, closing a stake of 8 shares — an estimated $398 sold.

GAMMA Investing first reported a position in LMBS in Q2 2024 and held it in 6 quarters. The position peaked at $68.3K in Q4 2024. 429 funds tracked by Wall St. Rank hold LMBS as of Q4 2025.

GAMMA Investing 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.
GAMMA Investing sold 8 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2025, an estimated $398.
GAMMA Investing first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and held it in 6 quarters.
GAMMA Investing's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $68.3K in Q4 2024.
429 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 GAMMA Investing's 13F filing for Q4 2025, filed 5 Jan 2026.