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

Sovereign 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
Q2 		– Sell
-4,246
Closed -$209K – 316
2025
Q1 		$209K Sell
4,246
-110
-3% -$5.37K 0.05% 269
2024
Q4 		$212K Hold
4,356
– – 0.05% 270
2024
Q3 		$215K Sell
4,356
-160
-4% -$7.83K 0.05% 268
2024
Q2 		$217K Sell
4,516
-74
-2% -$3.55K 0.05% 257
2024
Q1 		$221K Sell
4,590
-230
-5% -$11.1K 0.06% 258
2023
Q4 		$233K Sell
4,820
-543
-10% -$25.7K 0.07% 219
2023
Q3 		$253K Sell
5,363
-7,900
-60% -$376K 0.09% 190
2023
Q2 		$632K Sell
13,263
-359
-3% -$17.2K 0.21% 115
2023
Q1 		$652K Sell
13,622
-200
-1% -$9.57K 0.24% 103
2022
Q4 		$655K Sell
13,822
-250
-2% -$11.8K 0.26% 98
2022
Q3 		$666K Sell
14,072
-325
-2% -$15.7K 0.27% 88
2022
Q2 		$695K Sell
14,397
-32
-0.2% -$1.55K 0.27% 88
2022
Q1 		$706K Buy
14,429
+7,441
+106% +$368K 0.26% 94
2021
Q4 		$349K Sell
6,988
-513
-7% -$25.8K 0.14% 144
2021
Q3 		$379K Sell
7,501
-1,858
-20% -$94.3K 0.22% 103
2021
Q2 		$478K Hold
9,359
– – 0.29% 77
2021
Q1 		$478K Buy
9,359
+2,198
+31% +$113K 0.3% 75
2020
Q4 		$369K Buy
+7,161
New +$369K 0.27% 76

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
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Sovereign Financial Group's LMBS Position: Q2 2025 in Review

Sovereign Financial Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2025, closing a stake of 4,246 shares — an estimated $209K sold.

Sovereign Financial Group first reported a position in LMBS in Q4 2020 and held it in 18 quarters. The position peaked at $706K in Q1 2022. 418 funds tracked by Wall St. Rank hold LMBS as of Q2 2025.

  • Sovereign Financial Group 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.
  • Sovereign Financial Group sold 4,246 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2025, an estimated $209K.
  • Sovereign Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 18 quarters.
  • Sovereign Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $706K in Q1 2022.
  • 418 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 Sovereign Financial Group's 13F filing for Q2 2025, filed 25 Jul 2025.