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

Rede Wealth’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	-5,034	Closed	-$245K	–	107
2024 Q4	$245K	Sell	5,034 -261	-5%	-$12.7K	0.09%	98
2024 Q3	$262K	Sell	5,295 -1,646	-24%	-$80.6K	0.1%	96
2024 Q2	$334K	Sell	6,941 -1,157	-14%	-$55.5K	0.31%	69
2024 Q1	$391K	Sell	8,098 -712	-8%	-$34.3K	0.16%	60
2023 Q4	$426K	Sell	8,810 -6,516	-43%	-$309K	0.2%	55
2023 Q3	$724K	Sell	15,326 -4,304	-22%	-$205K	0.36%	27
2023 Q2	$936K	Sell	19,630 -2,059	-9%	-$98.7K	0.44%	26
2023 Q1	$1.04M	Sell	21,689 -12,451	-36%	-$596K	0.54%	24
2022 Q4	$1.62M	Sell	34,140 -7,011	-17%	-$331K	0.86%	17
2022 Q3	$1.95M	Sell	41,151 -13,087	-24%	-$631K	1.16%	12
2022 Q2	$2.62M	Sell	54,238 -28,427	-34%	-$1.38M	1.52%	9
2022 Q1	$4.05M	Sell	82,665 -1,679	-2%	-$83.1K	1.9%	6
2021 Q4	$4.22M	Sell	84,344 -4,562	-5%	-$229K	2.12%	6
2021 Q3	$4.5M	Sell	88,906 -6,547	-7%	-$332K	2.4%	4
2021 Q2	$4.86M	Sell	95,453 -3,054	-3%	-$156K	2.59%	4
2021 Q1	$5.03M	Sell	98,507 -1,738	-2%	-$89.3K	2.91%	5
2020 Q4	$5.16M	Buy	+100,245	New	+$5.17M	3.51%	4

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Rede Wealth's LMBS Position: Q1 2025 in Review

Rede Wealth sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2025, closing a stake of 5,034 shares — an estimated $245K sold.

Rede Wealth first reported a position in LMBS in Q4 2020 and held it in 17 quarters. The position peaked at $5.16M in Q4 2020. 404 funds tracked by Wall St. Rank hold LMBS as of Q1 2025.

Rede Wealth 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.
Rede Wealth sold 5,034 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2025, an estimated $245K.
Rede Wealth 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.
Rede Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $5.16M in Q4 2020.
404 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 Rede Wealth's 13F filing for Q1 2025, filed 14 May 2025.