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

Visionary Wealth Advisors’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	-78,056	Closed	-$3.85M	–	611
2025 Q2	$3.85M	Sell	78,056 -8,208	-10%	-$402K	0.2%	122
2025 Q1	$4.24M	Sell	86,264 -4,248	-5%	-$208K	0.25%	104
2024 Q4	$4.41M	Sell	90,512 -24,896	-22%	-$1.22M	0.26%	101
2024 Q3	$5.7M	Buy	115,408 +61	+0.1%	+$2.99K	0.35%	83
2024 Q2	$5.54M	Buy	115,347 +5,513	+5%	+$265K	0.36%	80
2024 Q1	$5.3M	Buy	109,834 +2,840	+3%	+$137K	0.36%	81
2023 Q4	$5.17M	Sell	106,994 -408	-0.4%	-$19.3K	0.38%	74
2023 Q3	$5.07M	Buy	107,402 +32,672	+44%	+$1.55M	0.41%	69
2023 Q2	$3.56M	Buy	74,730 +60,474	+424%	+$2.9M	0.29%	94
2023 Q1	$682K	Buy	+14,256	New	+$682K	0.06%	241

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

Visionary Wealth Advisors's LMBS Position: Q3 2025 in Review

Visionary Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2025, closing a stake of 78,056 shares — an estimated $3.85M sold.

Visionary Wealth Advisors first reported a position in LMBS in Q1 2023 and held it in 10 quarters. The position peaked at $5.7M in Q3 2024. 398 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.

Visionary Wealth Advisors 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.
Visionary Wealth Advisors sold 78,056 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $3.85M.
Visionary Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2023 and held it in 10 quarters.
Visionary Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $5.7M 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 Visionary Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.