Priebe Wealth Holdings’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Priebe Wealth Holdings’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 Q2	$961K	Buy	19,500 +9,800	+101%	+$480K	0.83%	27
2025 Q1	$477K	Buy	+9,700	New	+$474K	0.3%	43

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Priebe Wealth Holdings's LMBS Position: Q2 2025 in Review

Priebe Wealth Holdings increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 101% in Q2 2025, buying an estimated $480K and bringing the position to 19,500 shares worth $961K. The position accounts for 0.83% of the portfolio, ranked #27.

Priebe Wealth Holdings first reported a position in LMBS in Q1 2025 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

Priebe Wealth Holdings held 19,500 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $961K as of Q2 2025.
Priebe Wealth Holdings bought 9,800 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2025, an estimated $480K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.83% of Priebe Wealth Holdings's portfolio in Q2 2025, its #27 holding.
Priebe Wealth Holdings first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2025 and has held it in 2 quarters since.
416 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.