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

PSI 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 Q2	–	Sell	-24	Closed	-$1.18K	–	427
2025 Q1	$1.18K	Sell	24 -128	-84%	-$6.25K	﹤0.01%	631
2024 Q4	$7.4K	Hold	152	–	–	﹤0.01%	572
2024 Q3	$7.51K	Sell	152 -57	-27%	-$2.79K	﹤0.01%	587
2024 Q2	$10K	Buy	209 +185	+771%	+$8.88K	﹤0.01%	513
2024 Q1	$1.16K	Hold	24	–	–	﹤0.01%	695
2023 Q4	$1.16K	Hold	24	–	–	﹤0.01%	755
2023 Q3	$1.13K	Hold	24	–	–	﹤0.01%	724
2023 Q2	$1.14K	Hold	24	–	–	﹤0.01%	709
2023 Q1	$1.15K	Hold	24	–	–	﹤0.01%	653
2022 Q4	$1.14K	Sell	24 -589	-96%	-$27.8K	﹤0.01%	652
2022 Q3	$29K	Hold	613	–	–	0.02%	286
2022 Q2	$30K	Hold	613	–	–	0.01%	302
2022 Q1	$30K	Sell	613 -15	-2%	-$743	0.01%	316
2021 Q4	$31K	Buy	628 +24	+4%	+$1.21K	0.01%	328
2021 Q3	$31K	Buy	+604	New	+$30.7K	0.01%	330
2021 Q2	–	Sell	-4,104	Closed	-$209K	–	137
2021 Q1	$209K	Sell	4,104 -6,750	-62%	-$347K	0.12%	124
2020 Q4	$558K	Buy	+10,854	New	+$560K	0.38%	60

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

PSI Advisors's LMBS Position: Q2 2025 in Review

PSI Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2025, closing a stake of 24 shares — an estimated $1.18K sold.

PSI Advisors first reported a position in LMBS in Q4 2020 and held it in 17 quarters. The position peaked at $558K in Q4 2020. 418 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

PSI Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 24 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2025, an estimated $1.18K.
PSI Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 17 quarters.
PSI Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $558K in Q4 2020.
418 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 PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.