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

Rathbones 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	-4,254	Closed	-$210K	–	653
2025 Q2	$210K	Hold	4,254	–	–	﹤0.01%	552
2025 Q1	$209K	Buy	+4,254	New	+$208K	﹤0.01%	523
2023 Q4	–	Sell	-5,496	Closed	-$260K	–	631
2023 Q3	$260K	Buy	5,496 +380	+7%	+$18.1K	﹤0.01%	497
2023 Q2	$244K	Sell	5,116 -1,356	-21%	-$65K	﹤0.01%	356
2023 Q1	$310K	Buy	6,472 +640	+11%	+$30.6K	﹤0.01%	342
2022 Q4	$276K	Sell	5,832 -220	-4%	-$10.4K	﹤0.01%	346
2022 Q3	$287K	Buy	6,052 +573	+10%	+$27.6K	﹤0.01%	340
2022 Q2	$265K	Buy	5,479 +909	+20%	+$44.2K	﹤0.01%	367
2022 Q1	$224K	Sell	4,570 -1,110	-20%	-$55K	﹤0.01%	386
2021 Q4	$284K	Sell	5,680 -6,140	-52%	-$309K	﹤0.01%	369
2021 Q3	$598K	Buy	11,820 +1,710	+17%	+$86.8K	0.01%	284
2021 Q2	$515K	Buy	10,110 +700	+7%	+$35.7K	0.01%	312
2021 Q1	$480K	Buy	+9,410	New	+$483K	0.01%	299

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rathbones Group's LMBS Position: Q3 2025 in Review

Rathbones Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2025, closing a stake of 4,254 shares — an estimated $210K sold.

Rathbones Group first reported a position in LMBS in Q1 2021 and held it in 13 quarters. The position peaked at $598K in Q3 2021. 398 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.

Rathbones 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.
Rathbones Group sold 4,254 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $210K.
Rathbones Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2021 and held it in 13 quarters.
Rathbones Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $598K in Q3 2021.
398 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 Rathbones Group's 13F filing for Q3 2025, filed 13 Nov 2025.