Laidlaw Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Laidlaw Wealth Management’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 Q1	–	Sell	-47,421	Closed	-$2.31M	–	114
2024 Q4	$2.31M	Buy	47,421 +12,586	+36%	+$615K	1.01%	26
2024 Q3	$1.72M	Buy	34,835 +555	+2%	+$27.2K	0.85%	33
2024 Q2	$1.65M	Buy	34,280 +3,081	+10%	+$148K	0.9%	31
2024 Q1	$1.51M	Buy	31,199 +3,483	+13%	+$168K	0.84%	34
2023 Q4	$1.34M	Sell	27,716 -9,976	-26%	-$473K	0.49%	61
2023 Q3	$1.78M	Sell	37,692 -2,712	-7%	-$129K	0.59%	45
2023 Q2	$1.93M	Buy	40,404 +191	+0.5%	+$9.15K	0.38%	66
2023 Q1	$1.92M	Buy	40,213 +6,362	+19%	+$305K	0.39%	68
2022 Q4	$1.6M	Sell	33,851 -1,475	-4%	-$69.7K	0.34%	82
2022 Q3	$1.67M	Buy	35,326 +7,322	+26%	+$353K	0.39%	72
2022 Q2	$1.35M	Buy	+28,004	New	+$1.36M	0.28%	102
2021 Q4	–	Sell	-14,728	Closed	-$745K	–	410
2021 Q3	$745K	Buy	14,728 +1,775	+14%	+$90.1K	0.19%	111
2021 Q2	$659K	Sell	12,953 -3,846	-23%	-$196K	0.17%	125
2021 Q1	$858K	Buy	16,799 +10,145	+152%	+$521K	0.29%	90
2020 Q4	$342K	Buy	+6,654	New	+$343K	0.07%	242

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Laidlaw Wealth Management's LMBS Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2025, closing a stake of 47,421 shares — an estimated $2.31M sold.

Laidlaw Wealth Management first reported a position in LMBS in Q4 2020 and held it in 15 quarters. The position peaked at $2.31M in Q4 2024. 404 funds tracked by Wall St. Rank hold LMBS as of Q1 2025.

Laidlaw Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 47,421 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2025, an estimated $2.31M.
Laidlaw Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 15 quarters.
Laidlaw Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.31M in Q4 2024.
404 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.