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

KMG Fiduciary 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	-49,638	Closed	-$2.47M	–	287
2025 Q3	$2.47M	Buy	49,638 +3,536	+8%	+$175K	0.17%	125
2025 Q2	$2.27M	Buy	46,102 +4	+0%	+$196	0.17%	123
2025 Q1	$2.27M	Buy	46,098 +717	+2%	+$35K	0.19%	119
2024 Q4	$2.21M	Buy	45,381 +3,689	+9%	+$180K	0.18%	119
2024 Q3	$2.06M	Buy	41,692 +9,314	+29%	+$456K	0.18%	118
2024 Q2	$1.56M	Buy	32,378 +900	+3%	+$43.2K	0.15%	117
2024 Q1	$1.52M	Buy	31,478 +10,293	+49%	+$496K	0.16%	117
2023 Q4	$1.02M	Buy	21,185 +1,210	+6%	+$57.4K	0.12%	139
2023 Q3	$944K	Buy	19,975 +1	+0%	+$48	0.12%	139
2023 Q2	$952K	Buy	19,974 +1	+0%	+$48	0.12%	140
2023 Q1	$956K	Buy	19,973 +9,567	+92%	+$458K	0.14%	141
2022 Q4	$493K	Buy	+10,406	New	+$492K	0.08%	167

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

KMG Fiduciary Partners's LMBS Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2025, closing a stake of 49,638 shares — an estimated $2.47M sold.

KMG Fiduciary Partners first reported a position in LMBS in Q4 2022 and held it in 12 quarters. The position peaked at $2.47M in Q3 2025. 429 funds tracked by Wall St. Rank hold LMBS as of Q4 2025.

KMG Fiduciary 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.
KMG Fiduciary Partners sold 49,638 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2025, an estimated $2.47M.
KMG Fiduciary Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and held it in 12 quarters.
KMG Fiduciary Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.47M in Q3 2025.
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 KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.