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

Mission Financial Group’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	$205K	Buy	+4,110	New	+$201K	0.19%	142
2021 Q4	$218K	Buy	+4,363	New	+$219K	0.2%	131

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mission Financial Group's LMBS Position: Q1 2025 in Review

Mission Financial Group opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2025: 4,110 shares worth $205K. The stake represents 0.19% of the portfolio and ranks #142 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in LMBS as recently as Q4 2021.

Mission Financial Group first reported a position in LMBS in Q4 2021 and has held it in 2 quarters since. The position peaked at $218K in Q4 2021. 407 funds tracked by Wall St. Rank hold LMBS as of Q1 2025.

Mission Financial Group held 4,110 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $205K as of Q1 2025.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Mission Financial Group position in Q1 2025.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.19% of Mission Financial Group's portfolio in Q1 2025, its #142 holding.
Mission Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 2 quarters since.
Mission Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $218K in Q4 2021.
407 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 Mission Financial Group's 13F filing for Q1 2025, filed 12 May 2026.