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

Tanager Wealth Management’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
-8,892
Closed -$437K – 127
2025
Q1 		$437K Hold
8,892
– – 0.06% 75
2024
Q4 		$433K Hold
8,892
– – 0.06% 70
2024
Q3 		$439K Hold
8,892
– – 0.06% 70
2024
Q2 		$427K Hold
8,892
– – 0.06% 62
2024
Q1 		$429K Sell
8,892
-527
-6% -$25.4K 0.07% 63
2023
Q4 		$455K Sell
9,419
-1,860
-16% -$88.2K 0.08% 55
2023
Q3 		$533K Sell
11,279
-5,219
-32% -$248K 0.11% 47
2023
Q2 		$786K Sell
16,498
-115
-0.7% -$5.51K 0.17% 42
2023
Q1 		$795K Buy
16,613
+912
+6% +$43.7K 0.19% 40
2022
Q4 		$744K Buy
+15,701
New +$742K 0.2% 40
2022
Q2 		– Sell
-5,141
Closed -$252K – 43
2022
Q1 		$252K Sell
5,141
-83,798
-94% -$4.15M 0.19% 33
2021
Q4 		$4.45M Buy
+88,939
New +$4.47M 3.36% 6

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return