Richard W. Paul & Associates’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Richard W. Paul & Associates’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	-26,813	Closed	-$1.3M	–	437
2024 Q4	$1.3M	Sell	26,813 -88	-0.3%	-$4.3K	0.48%	51
2024 Q3	$1.33M	Buy	26,901 +465	+2%	+$22.8K	0.48%	52
2024 Q2	$1.27M	Buy	26,436 +2,282	+9%	+$110K	0.49%	48
2024 Q1	$1.17M	Buy	24,154 +2,467	+11%	+$119K	0.47%	53
2023 Q4	$1.05M	Buy	21,687 +174	+0.8%	+$8.25K	0.44%	61
2023 Q3	$1.02M	Sell	21,513 -16,016	-43%	-$762K	0.46%	56
2023 Q2	$1.79M	Buy	37,529 +247	+0.7%	+$11.8K	0.78%	28
2023 Q1	$1.78M	Buy	37,282 +890	+2%	+$42.6K	0.82%	27
2022 Q4	$1.73M	Buy	+36,392	New	+$1.72M	0.87%	27

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

Richard W. Paul & Associates's LMBS Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2025, closing a stake of 26,813 shares — an estimated $1.3M sold.

Richard W. Paul & Associates first reported a position in LMBS in Q4 2022 and held it in 9 quarters. The position peaked at $1.79M in Q2 2023. 407 funds tracked by Wall St. Rank hold LMBS as of Q1 2025.

Richard W. Paul & Associates 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.
Richard W. Paul & Associates sold 26,813 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2025, an estimated $1.3M.
Richard W. Paul & Associates first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.79M in Q2 2023.
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 Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.