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

Herold Advisors’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
-5,812
Closed -$286K – 289
2025
Q2 		$286K Sell
5,812
-3,663
-39% -$179K 0.06% 246
2025
Q1 		$466K Sell
9,475
-1,766
-16% -$86.3K 0.1% 185
2024
Q4 		$547K Sell
11,241
-29
-0.3% -$1.42K 0.12% 177
2024
Q3 		$557K Buy
11,270
+1,286
+13% +$62.9K 0.12% 179
2024
Q2 		$480K Sell
9,984
-26
-0.3% -$1.25K 0.11% 185
2024
Q1 		$483K Buy
10,010
+829
+9% +$40K 0.12% 181
2023
Q4 		$444K Buy
9,181
+21
+0.2% +$996 0.12% 171
2023
Q3 		$433K Hold
9,160
– – 0.13% 172
2023
Q2 		$437K Buy
+9,160
New +$439K 0.13% 165
2022
Q2 		– Sell
-3,100
Closed -$152K – 454
2022
Q1 		$152K Buy
+3,100
New +$154K 0.05% 233
2021
Q4 		– Sell
-2,900
Closed -$146K – 440
2021
Q3 		$146K Buy
+2,900
New +$147K 0.06% 235

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return