Moloney Securities Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Moloney Securities Asset 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 Q3	$409K	Sell	8,205 -325	-4%	-$16.1K	0.05%	303
2025 Q2	$420K	Buy	8,530 +488	+6%	+$23.9K	0.05%	295
2025 Q1	$395K	Buy	8,042 +519	+7%	+$25.4K	0.05%	292
2024 Q4	$366K	Sell	7,523 -160	-2%	-$7.82K	0.05%	309
2024 Q3	$380K	Buy	7,683 +2,894	+60%	+$142K	0.05%	319
2024 Q2	$230K	Sell	4,789 -64	-1%	-$3.07K	0.03%	398
2024 Q1	$234K	Buy	+4,853	New	+$234K	0.04%	391
2021 Q1	–	Sell	-4,398	Closed	-$226K	–	418
2020 Q4	$226K	Sell	4,398 -8,844	-67%	-$456K	0.05%	333
2020 Q3	$684K	Sell	13,242 -1,004	-7%	-$51.9K	0.18%	140
2020 Q2	$736K	Buy	14,246 +270	+2%	+$13.9K	0.21%	120
2020 Q1	$713K	Buy	13,976 +213	+2%	+$11.1K	0.26%	109
2019 Q4	$713K	Buy	+13,763	New	+$714K	0.22%	130

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

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

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

Moloney Securities Asset Management's LMBS Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.8% in Q3 2025, selling an estimated $16.1K and leaving 8,205 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #303.

Moloney Securities Asset Management first reported a position in LMBS in Q4 2019 and has held it in 12 quarters since. The position peaked at $736K in Q2 2020. 396 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.

Moloney Securities Asset Management held 8,205 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $409K as of Q3 2025.
Moloney Securities Asset Management sold 325 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $16.1K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Moloney Securities Asset Management's portfolio in Q3 2025, its #303 holding.
Moloney Securities Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 12 quarters since.
Moloney Securities Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $736K in Q2 2020.
396 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.