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

Shaker Investments’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 Q2	–	Sell	-5,766	Closed	-$283K	–	106
2025 Q1	$283K	Hold	5,766	–	–	0.14%	84
2024 Q4	$281K	Hold	5,766	–	–	0.12%	82
2024 Q3	$285K	Hold	5,766	–	–	0.12%	84
2024 Q2	$277K	Sell	5,766 -150	-3%	-$7.2K	0.12%	85
2024 Q1	$285K	Hold	5,916	–	–	0.12%	85
2023 Q4	$286K	Hold	5,916	–	–	0.13%	80
2023 Q3	$279K	Hold	5,916	–	–	0.15%	77
2023 Q2	$282K	Hold	5,916	–	–	0.14%	86
2023 Q1	$283K	Hold	5,916	–	–	0.16%	80
2022 Q4	$280K	Hold	5,916	–	–	0.17%	73
2022 Q3	$280K	Sell	5,916 -7,792	-57%	-$376K	0.19%	76
2022 Q2	$662K	Buy	13,708 +37	+0.3%	+$1.8K	0.42%	67
2022 Q1	$669K	Buy	13,671 +36	+0.3%	+$1.78K	0.34%	71
2021 Q4	$682K	Sell	13,635 -6,492	-32%	-$326K	0.29%	72
2021 Q3	$1.02M	Sell	20,127 -2,579	-11%	-$131K	0.45%	60
2021 Q2	$1.16M	Buy	22,706 +7,676	+51%	+$392K	0.53%	56
2021 Q1	$767K	Buy	+15,030	New	+$772K	0.37%	62

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

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Shaker Investments's LMBS Position: Q2 2025 in Review

Shaker Investments sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2025, closing a stake of 5,766 shares — an estimated $283K sold.

Shaker Investments first reported a position in LMBS in Q1 2021 and held it in 17 quarters. The position peaked at $1.16M in Q2 2021. 416 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

Shaker Investments reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2025 after selling out during the quarter.
Shaker Investments sold 5,766 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2025, an estimated $283K.
Shaker Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2021 and held it in 17 quarters.
Shaker Investments's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.16M in Q2 2021.
416 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2025.

Based on Shaker Investments's 13F filing for Q2 2025, filed 31 Jul 2025.