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

Gradient Investments’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 Q1	–	Sell	-5,334	Closed	-$260K	–	328
2024 Q4	$260K	Sell	5,334 -721,065	-99%	-$35.2M	0.01%	270
2024 Q3	$35.9M	Buy	726,399 +720,034	+11,312%	+$35.2M	0.75%	43
2024 Q2	$306K	Buy	+6,365	New	+$306K	0.01%	273
2024 Q1	–	Sell	-290	Closed	-$14K	–	1572
2023 Q4	$14K	Hold	290	–	–	﹤0.01%	774
2023 Q3	$13.7K	Sell	290 -702	-71%	-$33.4K	﹤0.01%	747
2023 Q2	$47.3K	Buy	992 +702	+242%	+$33.6K	﹤0.01%	515
2023 Q1	$13.9K	Hold	290	–	–	﹤0.01%	738
2022 Q4	$13.7K	Sell	290 -164	-36%	-$7.75K	﹤0.01%	753
2022 Q3	$21K	Buy	454 +164	+57%	+$7.91K	﹤0.01%	663
2022 Q2	$14K	Sell	290 -18	-6%	-$874	﹤0.01%	713
2022 Q1	$15K	Buy	+308	New	+$15.3K	﹤0.01%	700
2021 Q2	–	Sell	-72	Closed	-$4K	–	1215
2021 Q1	$4K	Buy	+72	New	+$3.7K	﹤0.01%	917

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Gradient Investments's LMBS Position: Q1 2025 in Review

Gradient Investments sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2025, closing a stake of 5,334 shares — an estimated $260K sold.

Gradient Investments first reported a position in LMBS in Q1 2021 and held it in 12 quarters. The position peaked at $35.9M in Q3 2024. 404 funds tracked by Wall St. Rank hold LMBS as of Q1 2025.

Gradient Investments reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2025 after selling out during the quarter.
Gradient Investments sold 5,334 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2025, an estimated $260K.
Gradient Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2021 and held it in 12 quarters.
Gradient Investments's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $35.9M in Q3 2024.
404 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2025.

Based on Gradient Investments's 13F filing for Q1 2025, filed 9 Apr 2025.