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	–	1003
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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return