Plante Moran Financial Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Plante Moran Financial Advisors’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	-52	Closed	-$2.53K	–	900
2024 Q4	$2.53K	Sell	52 -1,913	-97%	-$93.4K	﹤0.01%	765
2024 Q3	$97.1K	Buy	1,965 +52	+3%	+$2.54K	0.01%	288
2024 Q2	$91.9K	Hold	1,913	–	–	0.01%	257
2024 Q1	$92.3K	Hold	1,913	–	–	0.01%	259
2023 Q4	$92.4K	Hold	1,913	–	–	0.01%	254
2023 Q3	$90.4K	Sell	1,913 -2,000	-51%	-$95.1K	0.01%	236
2023 Q2	$187K	Buy	3,913 +2,000	+105%	+$95.9K	0.02%	163
2023 Q1	$91.6K	Hold	1,913	–	–	0.01%	237
2022 Q4	$90.7K	Hold	1,913	–	–	0.01%	242
2022 Q3	$91K	Hold	1,913	–	–	0.02%	226
2022 Q2	$92K	Hold	1,913	–	–	0.02%	226
2022 Q1	$94K	Hold	1,913	–	–	0.02%	236
2021 Q4	$96K	Hold	1,913	–	–	0.02%	261
2021 Q3	$97K	Hold	1,913	–	–	0.02%	277
2021 Q2	$97K	Hold	1,913	–	–	0.02%	253
2021 Q1	$98K	Hold	1,913	–	–	0.03%	247
2020 Q4	$98K	Hold	1,913	–	–	0.03%	253
2020 Q3	$99K	Hold	1,913	–	–	0.03%	238
2020 Q2	$99K	Hold	1,913	–	–	0.04%	211
2020 Q1	$98K	Sell	1,913 -1,073	-36%	-$55.7K	0.04%	193
2019 Q4	$155K	Buy	2,986 +89	+3%	+$4.62K	0.05%	185
2019 Q3	$151K	Hold	2,897	–	–	0.04%	193
2019 Q2	$150K	Hold	2,897	–	–	0.05%	185
2019 Q1	$149K	Hold	2,897	–	–	0.05%	187
2018 Q4	$148K	Buy	2,897 +1,250	+76%	+$63.7K	0.05%	165
2018 Q3	$84K	Hold	1,647	–	–	0.03%	231
2018 Q2	$84K	Hold	1,647	–	–	0.04%	247
2018 Q1	$85K	Hold	1,647	–	–	0.05%	261
2017 Q4	$85K	Hold	1,647	–	–	0.05%	250
2017 Q3	$86K	Hold	1,647	–	–	0.05%	226
2017 Q2	$86K	Hold	1,647	–	–	0.05%	225
2017 Q1	$86K	Buy	+1,647	New	+$86K	0.05%	231

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

Plante Moran Financial Advisors's LMBS Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2025, closing a stake of 52 shares — an estimated $2.53K sold.

Plante Moran Financial Advisors first reported a position in LMBS in Q1 2017 and held it in 32 quarters. The position peaked at $187K in Q2 2023. 407 funds tracked by Wall St. Rank hold LMBS as of Q1 2025.

Plante Moran Financial Advisors 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.
Plante Moran Financial Advisors sold 52 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2025, an estimated $2.53K.
Plante Moran Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2017 and held it in 32 quarters.
Plante Moran Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $187K in Q2 2023.
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 Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.