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

Traction Financial Partners’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
2026
Q1 		$2.19M Sell
43,927
-3,901
-8% -$196K 1.35% 14
2025
Q4 		$2.39M Buy
47,828
+6,060
+15% +$303K 1.42% 15
2025
Q3 		$2.08M Buy
41,768
+1,213
+3% +$60K 1.28% 14
2025
Q2 		$2M Buy
40,555
+6,283
+18% +$308K 1.35% 14
2025
Q1 		$1.68M Sell
34,272
-2,115
-6% -$103K 1.32% 14
2024
Q4 		$1.77M Buy
36,387
+1,784
+5% +$87.1K 1.38% 14
2024
Q3 		$1.71M Sell
34,603
-1,314
-4% -$64.3K 1.34% 14
2024
Q2 		$1.76M Buy
35,917
+1,186
+3% +$56.9K 1.28% 14
2024
Q1 		$1.67M Buy
34,731
+3,085
+10% +$149K 1.3% 15
2023
Q4 		$1.53M Buy
+31,646
New +$1.5M 1.03% 18

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UBS Group
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Raymond James Financial
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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return