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Quad-Cities Investment Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Quad-Cities Investment 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
2025
Q3 		– Sell
-4,904
Closed -$242K – 192
2025
Q2 		$242K Sell
4,904
-62
-1% -$3.04K 0.11% 162
2025
Q1 		$244K Sell
4,966
-1,754
-26% -$85.7K 0.12% 151
2024
Q4 		$327K Sell
6,720
-149
-2% -$7.28K 0.16% 124
2024
Q3 		$339K Sell
6,869
-100
-1% -$4.89K 0.17% 124
2024
Q2 		$335K Sell
6,969
-2
-0% -$96 0.19% 119
2024
Q1 		$336K Buy
+6,971
New +$336K 0.2% 117
2021
Q4 		– Sell
-10,237
Closed -$518K – 197
2021
Q3 		$518K Sell
10,237
-346
-3% -$17.6K 0.36% 76
2021
Q2 		$539K Buy
+10,583
New +$540K 0.37% 79
2019
Q4 		– Sell
-680
Closed -$35K – 465
2019
Q3 		$35K Buy
680
+233
+52% +$12.1K 0.03% 387
2019
Q2 		$23K Buy
447
+3
+0.7% +$154 0.02% 473
2019
Q1 		$23K Buy
444
+3
+0.7% +$153 0.02% 466
2018
Q4 		$23K Buy
441
+3
+0.7% +$153 0.02% 455
2018
Q3 		$22K Sell
438
-59
-12% -$3.02K 0.02% 502
2018
Q2 		$25K Buy
+497
New +$25.5K 0.02% 482

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Quad-Cities Investment Group's LMBS Position: Q3 2025 in Review

Quad-Cities Investment Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2025, closing a stake of 4,904 shares — an estimated $242K sold.

Quad-Cities Investment Group first reported a position in LMBS in Q2 2018 and held it in 14 quarters. The position peaked at $539K in Q2 2021. 396 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.

  • Quad-Cities Investment Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • Quad-Cities Investment Group sold 4,904 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $242K.
  • Quad-Cities Investment Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2018 and held it in 14 quarters.
  • Quad-Cities Investment Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $539K in Q2 2021.
  • 396 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2025.

Based on Quad-Cities Investment Group's 13F filing for Q3 2025, filed 16 Oct 2025.