VAS
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Vestmark Advisory Solutions’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Vestmark Advisory Solutions’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 		$20.8M Sell
416,967
-143,946
-26% -$7.22M 0.23% 94
2025
Q4 		$28M Sell
560,913
-44,447
-7% -$2.22M 0.38% 47
2025
Q3 		$30.1M Buy
605,360
+242,154
+67% +$12M 0.57% 32
2025
Q2 		$17.9M Buy
363,206
+185,184
+104% +$9.07M 0.26% 86
2025
Q1 		$8.75M Buy
178,022
+9,324
+6% +$456K 0.23% 110
2024
Q4 		$8.21M Buy
168,698
+34,628
+26% +$1.69M 0.28% 74
2024
Q3 		$6.62M Buy
134,070
+47,082
+54% +$2.3M 0.25% 82
2024
Q2 		$4.18M Buy
86,988
+67,331
+343% +$3.23M 0.17% 131
2024
Q1 		$948K Buy
+19,657
New +$948K 0.04% 320
2023
Q3 		– Sell
-8,565
Closed -$408K – 692
2023
Q2 		$408K Buy
+8,565
New +$411K 0.02% 632
2021
Q3 		– Sell
-4,593
Closed -$234K – 819
2021
Q2 		$234K Buy
+4,593
New +$235K 0.02% 699

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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