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

Gentry Private 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
2025 Q3	–	Sell	-6,561	Closed	-$323K	–	95
2025 Q2	$323K	Sell	6,561 -15,275	-70%	-$748K	0.25%	73
2025 Q1	$1.07M	Sell	21,836 -245	-1%	-$12K	0.88%	18
2024 Q4	$1.07M	Sell	22,081 -363	-2%	-$17.7K	4.47%	9
2024 Q3	$1.11M	Sell	22,444 -4,199	-16%	-$206K	0.91%	19
2024 Q2	$1.28M	Buy	+26,643	New	+$1.28M	1.13%	13

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gentry Private Wealth's LMBS Position: Q3 2025 in Review

Gentry Private Wealth sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2025, closing a stake of 6,561 shares — an estimated $323K sold.

Gentry Private Wealth first reported a position in LMBS in Q2 2024 and held it in 5 quarters. The position peaked at $1.28M in Q2 2024. 398 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.

Gentry Private Wealth 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.
Gentry Private Wealth sold 6,561 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $323K.
Gentry Private Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and held it in 5 quarters.
Gentry Private Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.28M in Q2 2024.
398 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 Gentry Private Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.