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

Holistic Financial 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
Q4 		– Sell
-4,353
Closed -$217K – 143
2025
Q3 		$217K Sell
4,353
-175
-4% -$8.66K 0.09% 126
2025
Q2 		$223K Sell
4,528
-6,082
-57% -$298K 0.1% 113
2025
Q1 		$522K Sell
10,610
-2,726
-20% -$133K 0.25% 52
2024
Q4 		$649K Sell
13,336
-1,585
-11% -$77.4K 0.32% 42
2024
Q3 		$737K Buy
14,921
+419
+3% +$20.5K 0.35% 38
2024
Q2 		$697K Sell
14,502
-1,402
-9% -$67.3K 0.35% 37
2024
Q1 		$767K Buy
15,904
+200
+1% +$9.64K 0.39% 35
2023
Q4 		$759K Buy
15,704
+59
+0.4% +$2.8K 0.46% 33
2023
Q3 		$739K Buy
15,645
+2,827
+22% +$134K 0.49% 32
2023
Q2 		$611K Buy
12,818
+986
+8% +$47.3K 0.42% 34
2023
Q1 		$566K Buy
11,832
+1,856
+19% +$88.8K 0.44% 34
2022
Q4 		$473K Sell
9,976
-262
-3% -$12.4K 0.42% 39
2022
Q3 		$485K Sell
10,238
-166
-2% -$8.01K 0.48% 31
2022
Q2 		$502K Buy
10,404
+2,943
+39% +$143K 0.47% 35
2022
Q1 		$365K Buy
+7,461
New +$369K 0.23% 56

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $570B 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Holistic Financial Partners's LMBS Position: Q4 2025 in Review

Holistic Financial Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2025, closing a stake of 4,353 shares — an estimated $217K sold.

Holistic Financial Partners first reported a position in LMBS in Q1 2022 and held it in 15 quarters. The position peaked at $767K in Q1 2024. 429 funds tracked by Wall St. Rank hold LMBS as of Q4 2025.

  • Holistic Financial Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Holistic Financial Partners sold 4,353 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2025, an estimated $217K.
  • Holistic Financial Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and held it in 15 quarters.
  • Holistic Financial Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $767K in Q1 2024.
  • 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 Holistic Financial Partners's 13F filing for Q4 2025, filed 7 Jan 2026.