Thurston Springer Miller Herd & Titak’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q3	–	Sell	-262	Closed	-$12.9K	–	1019
2025 Q2	$12.9K	Hold	262	–	–	﹤0.01%	1081
2025 Q1	$12.9K	Hold	262	–	–	﹤0.01%	1029
2024 Q4	$12.8K	Hold	262	–	–	﹤0.01%	826
2024 Q3	$13K	Hold	262	–	–	﹤0.01%	947
2024 Q2	$12.6K	Buy	+262	New	+$12.6K	﹤0.01%	936

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's LMBS Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2025, closing a stake of 262 shares — an estimated $12.9K sold.

Thurston Springer Miller Herd & Titak first reported a position in LMBS in Q2 2024 and held it in 5 quarters. The position peaked at $13K in Q3 2024. 398 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 262 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $12.9K.
Thurston Springer Miller Herd & Titak first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and held it in 5 quarters.
Thurston Springer Miller Herd & Titak's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $13K in Q3 2024.
398 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.