GPS Wealth Strategies Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

GPS Wealth Strategies Group’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	$217K	Sell	4,334 -15,074	-78%	-$754K	0.18%	100
2025 Q3	$966K	Sell	19,408 -415	-2%	-$20.5K	0.1%	118
2025 Q2	$976K	Buy	19,823 +582	+3%	+$28.5K	0.11%	116
2025 Q1	$946K	Sell	19,241 -263	-1%	-$12.8K	0.13%	118
2024 Q4	$949K	Buy	19,504 +797	+4%	+$38.9K	0.12%	112
2024 Q3	$921K	Buy	18,707 +13,741	+277%	+$673K	0.12%	123
2024 Q2	$239K	Sell	4,966 -550	-10%	-$26.4K	0.04%	235
2024 Q1	$266K	Buy	5,516 +159	+3%	+$7.67K	0.04%	215
2023 Q4	$259K	Sell	5,357 -1,440	-21%	-$68.3K	0.05%	222
2023 Q3	$321K	Sell	6,797 -311	-4%	-$14.8K	0.06%	190
2023 Q2	$339K	Sell	7,108 -1,868	-21%	-$89.5K	0.06%	182
2023 Q1	$430K	Buy	+8,976	New	+$430K	0.09%	154
2022 Q4	–	Sell	-9,442	Closed	-$447K	–	670
2022 Q3	$447K	Buy	9,442 +862	+10%	+$41.6K	0.11%	132
2022 Q2	$414K	Sell	8,580 -1,955	-19%	-$95K	0.11%	139
2022 Q1	$516K	Sell	10,535 -15,987	-60%	-$792K	0.12%	115
2021 Q4	$1.33M	Sell	26,522 -1,280	-5%	-$64.3K	0.29%	56
2021 Q3	$1.41M	Sell	27,802 -34	-0.1%	-$1.73K	0.35%	52
2021 Q2	$1.42M	Sell	27,836 -198	-0.7%	-$10.1K	0.36%	49
2021 Q1	$1.43M	Buy	28,034 +2,158	+8%	+$111K	0.42%	40
2020 Q4	$1.33M	Sell	25,876 -1,377	-5%	-$71K	0.47%	39
2020 Q3	$1.41M	Buy	+27,253	New	+$1.41M	0.57%	32

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

GPS Wealth Strategies Group's LMBS Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 78% in Q4 2025, selling an estimated $754K and leaving 4,334 shares worth $217K. The position accounts for 0.18% of the portfolio, ranked #100.

GPS Wealth Strategies Group first reported a position in LMBS in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.43M in Q1 2021. 429 funds tracked by Wall St. Rank hold LMBS as of Q4 2025.

GPS Wealth Strategies Group held 4,334 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $217K as of Q4 2025.
GPS Wealth Strategies Group sold 15,074 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2025, an estimated $754K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.18% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #100 holding.
GPS Wealth Strategies Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2020 and has held it in 21 quarters since.
GPS Wealth Strategies Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.43M in Q1 2021.
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 GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.