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Orion Portfolio Solutions’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Orion Portfolio Solutions’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 		$2.31M Sell
46,945
-1,260
-3% -$61.6K 0.02% 636
2024
Q4 		$2.35M Buy
48,205
+1,097
+2% +$53.6K 0.02% 621
2024
Q3 		$2.33M Buy
47,108
+7,203
+18% +$353K 0.02% 613
2024
Q2 		$1.92M Buy
39,905
+6,269
+19% +$301K 0.02% 657
2024
Q1 		$1.62M Buy
33,636
+9,372
+39% +$452K 0.02% 760
2023
Q4 		$1.17M Sell
24,264
-124
-0.5% -$5.88K 0.01% 883
2023
Q3 		$1.15M Sell
24,388
-6,071
-20% -$289K 0.01% 865
2023
Q2 		$1.45M Buy
30,459
+4,060
+15% +$195K 0.02% 793
2023
Q1 		$1.26M Buy
26,399
+3,838
+17% +$184K 0.02% 782
2022
Q4 		$1.07M Sell
22,561
-175
-0.8% -$8.27K 0.04% 290
2022
Q3 		$1.08M Buy
22,736
+10,229
+82% +$494K 0.04% 245
2022
Q2 		$604K Buy
12,507
+7,133
+133% +$347K 0.02% 358
2022
Q1 		$263K Buy
+5,374
New +$266K 0.01% 605
2020
Q3 		– Sell
-1,900
Closed -$98K – 1345
2020
Q2 		$98K Buy
1,900
+1,386
+270% +$71.6K 0.01% 551
2020
Q1 		$26K Buy
+514
New +$26.7K ﹤0.01% 759

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Orion Portfolio Solutions's LMBS Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.6% in Q1 2025, selling an estimated $61.6K and leaving 46,945 shares worth $2.31M. The position accounts for 0.02% of the portfolio, ranked #636.

Orion Portfolio Solutions first reported a position in LMBS in Q1 2020 and has held it in 15 quarters since. The position peaked at $2.35M in Q4 2024. 405 funds tracked by Wall St. Rank hold LMBS as of Q1 2025.

  • Orion Portfolio Solutions held 46,945 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.31M as of Q1 2025.
  • Orion Portfolio Solutions sold 1,260 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2025, an estimated $61.6K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #636 holding.
  • Orion Portfolio Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and has held it in 15 quarters since.
  • Orion Portfolio Solutions's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.35M in Q4 2024.
  • 405 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 Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.