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

REAP Financial 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 Q1	–	Sell	-203	Closed	-$9.88K	–	624
2024 Q4	$9.88K	Buy	+203	New	+$9.92K	﹤0.01%	369
2024 Q3	–	Sell	-24	Closed	-$1.15K	–	595
2024 Q2	$1.15K	Sell	24 -159	-87%	-$7.63K	﹤0.01%	497
2024 Q1	$8.82K	Buy	183 +54	+42%	+$2.6K	﹤0.01%	386
2023 Q4	$6.25K	Buy	+129	New	+$6.12K	﹤0.01%	446

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

REAP Financial Group's LMBS Position: Q1 2025 in Review

REAP Financial Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2025, closing a stake of 203 shares — an estimated $9.88K sold.

REAP Financial Group first reported a position in LMBS in Q4 2023 and held it in 4 quarters. The position peaked at $9.88K in Q4 2024. 407 funds tracked by Wall St. Rank hold LMBS as of Q1 2025.

REAP Financial Group 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.
REAP Financial Group sold 203 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2025, an estimated $9.88K.
REAP Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and held it in 4 quarters.
REAP Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $9.88K in Q4 2024.
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 REAP Financial Group's 13F filing for Q1 2025, filed 14 May 2025.