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

Security Financial Services’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
2024
Q4 		– Sell
-4,260
Closed -$210K – 173
2024
Q3 		$210K Sell
4,260
-938
-18% -$45.9K 0.04% 160
2024
Q2 		$250K Sell
5,198
-7,643
-60% -$367K 0.05% 145
2024
Q1 		$620K Buy
12,841
+1,191
+10% +$57.4K 0.14% 88
2023
Q4 		$563K Sell
11,650
-1,040
-8% -$49.3K 0.14% 92
2023
Q3 		$599K Buy
12,690
+1,201
+10% +$57.1K 0.17% 90
2023
Q2 		$548K Buy
11,489
+2,439
+27% +$117K 0.16% 89
2023
Q1 		$433K Sell
9,050
-1,112
-11% -$53.2K 0.13% 101
2022
Q4 		$482K Buy
10,162
+481
+5% +$22.7K 0.15% 97
2022
Q3 		$458K Buy
9,681
+2,835
+41% +$137K 0.16% 93
2022
Q2 		$331K Sell
6,846
-139
-2% -$6.75K 0.11% 105
2022
Q1 		$342K Buy
6,985
+2,580
+59% +$128K 0.11% 104
2021
Q4 		$220K Buy
+4,405
New +$221K 0.07% 127

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Security Financial Services's LMBS Position: Q4 2024 in Review

Security Financial Services sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2024, closing a stake of 4,260 shares — an estimated $210K sold.

Security Financial Services first reported a position in LMBS in Q4 2021 and held it in 12 quarters. The position peaked at $620K in Q1 2024. 416 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

  • Security Financial Services reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Security Financial Services sold 4,260 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $210K.
  • Security Financial Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and held it in 12 quarters.
  • Security Financial Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $620K in Q1 2024.
  • 416 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2024.

Based on Security Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.