Hexagon Capital Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Hexagon Capital Partners’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 Q2	–	Sell	-56	Closed	-$2.75K	–	1000
2025 Q1	$2.75K	Hold	56	–	–	﹤0.01%	1319
2024 Q4	$2.73K	Hold	56	–	–	﹤0.01%	1338
2024 Q3	$2.77K	Hold	56	–	–	﹤0.01%	1162
2024 Q2	$2.69K	Hold	56	–	–	﹤0.01%	1117
2024 Q1	$2.7K	Hold	56	–	–	﹤0.01%	1104
2023 Q4	$2.71K	Hold	56	–	–	﹤0.01%	1076
2023 Q3	$2.65K	Hold	56	–	–	﹤0.01%	1017
2023 Q2	$2.67K	Hold	56	–	–	﹤0.01%	1023
2023 Q1	$2.68K	Hold	56	–	–	﹤0.01%	1002
2022 Q4	$2.65K	Sell	56 -596	-91%	-$28.2K	﹤0.01%	1039
2022 Q3	$31K	Buy	+652	New	+$31.5K	0.01%	490

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

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Hexagon Capital Partners's LMBS Position: Q2 2025 in Review

Hexagon Capital Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2025, closing a stake of 56 shares — an estimated $2.75K sold.

Hexagon Capital Partners first reported a position in LMBS in Q3 2022 and held it in 11 quarters. The position peaked at $31K in Q3 2022. 418 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

Hexagon Capital Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 56 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2025, an estimated $2.75K.
Hexagon Capital Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2022 and held it in 11 quarters.
Hexagon Capital Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $31K in Q3 2022.
418 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.