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

MRA Advisory 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
2026
Q2 		$7.38M Buy
148,202
+2,550
+2% +$127K 2.68% 12
2026
Q1 		$7.25M Sell
145,652
-87,182
-37% -$4.37M 2.96% 9
2025
Q4 		$11.6M Buy
232,834
+8,916
+4% +$446K 4.89% 5
2025
Q3 		$11.1M Buy
223,918
+24,454
+12% +$1.21M 4.86% 6
2025
Q2 		$9.83M Sell
199,464
-11,903
-6% -$583K 4.6% 6
2025
Q1 		$10.4M Buy
211,367
+10,197
+5% +$498K 5.54% 4
2024
Q4 		$9.79M Buy
201,170
+6,159
+3% +$301K 5.19% 4
2024
Q3 		$9.64M Buy
195,011
+30,944
+19% +$1.51M 5.27% 4
2024
Q2 		$7.88M Buy
164,067
+149,117
+997% +$7.16M 4.51% 6
2024
Q1 		$721K Buy
14,950
+4,472
+43% +$216K 0.43% 32
2023
Q4 		$506K Sell
10,478
-80,818
-89% -$3.83M 0.33% 44
2023
Q3 		$4.31M Sell
91,296
-29,715
-25% -$1.41M 3.08% 7
2023
Q2 		$5.77M Buy
121,011
+53,781
+80% +$2.58M 3.97% 4
2023
Q1 		$3.22M Buy
67,230
+17,747
+36% +$850K 2.32% 19
2022
Q4 		$2.35M Buy
49,483
+16,159
+48% +$764K 1.84% 20
2022
Q3 		$1.58M Buy
33,324
+3,144
+10% +$152K 1.34% 21
2022
Q2 		$1.46M Sell
30,180
-1,531
-5% -$74.4K 1.27% 24
2022
Q1 		$1.55M Sell
31,711
-21,631
-41% -$1.07M 1.18% 22
2021
Q4 		$2.67M Sell
53,342
-23,440
-31% -$1.18M 2.06% 20
2021
Q3 		$3.88M Sell
76,782
-20,269
-21% -$1.03M 3.3% 3
2021
Q2 		$4.94M Buy
97,051
+70,639
+267% +$3.61M 4.24% 1
2021
Q1 		$1.35M Sell
26,412
-51,688
-66% -$2.66M 1.27% 26
2020
Q4 		$4.02M Buy
+78,100
New +$4.03M 3.95% 3

Other funds holding LMBS

TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return