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

WealthShield 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
2025 Q4	–	Sell	-305	Closed	-$15.2K	–	580
2025 Q3	$15.2K	Hold	305	–	–	﹤0.01%	493
2025 Q2	$15K	Sell	305 -200	-40%	-$9.79K	﹤0.01%	482
2025 Q1	$24.8K	Hold	505	–	–	﹤0.01%	449
2024 Q4	$24.6K	Hold	505	–	–	﹤0.01%	411
2024 Q3	$25K	Hold	505	–	–	﹤0.01%	415
2024 Q2	$24.3K	Hold	505	–	–	﹤0.01%	391
2024 Q1	$24.4K	Sell	505 -102	-17%	-$4.92K	﹤0.01%	384
2023 Q4	$29.3K	Sell	607 -218	-26%	-$10.3K	﹤0.01%	389
2023 Q3	$39K	Sell	825 -497	-38%	-$23.6K	0.01%	385
2023 Q2	$63K	Sell	1,322 -97	-7%	-$4.65K	0.01%	368
2023 Q1	$67.9K	Buy	+1,419	New	+$67.9K	0.01%	363
2022 Q4	–	Sell	-5,216	Closed	-$247K	–	301
2022 Q3	$247K	Sell	5,216 -400	-7%	-$19.3K	0.05%	266
2022 Q2	$271K	Sell	5,616 -2,040	-27%	-$99.1K	0.05%	256
2022 Q1	$375K	Sell	7,656 -3,060	-29%	-$152K	0.06%	263
2021 Q4	$536K	Sell	10,716 -78	-0.7%	-$3.92K	0.09%	184
2021 Q3	$546K	Sell	10,794 -129	-1%	-$6.55K	0.15%	132
2021 Q2	$556K	Buy	10,923 +2,388	+28%	+$122K	0.09%	162
2021 Q1	$436K	Buy	8,535 +584	+7%	+$30K	0.08%	168
2020 Q4	$409K	Buy	7,951 +1,477	+23%	+$76.2K	0.08%	199
2020 Q3	$335K	Buy	6,474 +4,459	+221%	+$231K	0.12%	177
2020 Q2	$104K	Buy	2,015 +2	+0.1%	+$103	0.05%	224
2020 Q1	$103K	Sell	2,013 -209	-9%	-$10.9K	0.06%	173
2019 Q4	$115K	Buy	2,222 +308	+16%	+$16K	0.06%	189
2019 Q3	$100K	Buy	1,914 +895	+88%	+$46.4K	0.05%	182
2019 Q2	$53K	Sell	1,019 -1,157	-53%	-$59.5K	0.03%	177
2019 Q1	$112K	Buy	2,176 +1,531	+237%	+$78.3K	0.06%	169
2018 Q4	$33K	Sell	645 -68	-10%	-$3.46K	0.02%	175
2018 Q3	$36K	Sell	713 -120	-14%	-$6.14K	0.02%	175
2018 Q2	$43K	Hold	833	–	–	0.03%	161
2018 Q1	$43K	Buy	+833	New	+$42.9K	0.03%	155

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

WealthShield Partners's LMBS Position: Q4 2025 in Review

WealthShield Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2025, closing a stake of 305 shares — an estimated $15.2K sold.

WealthShield Partners first reported a position in LMBS in Q1 2018 and held it in 30 quarters. The position peaked at $556K in Q2 2021. 431 funds tracked by Wall St. Rank hold LMBS as of Q4 2025.

WealthShield Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2025 after selling out during the quarter.
WealthShield Partners sold 305 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2025, an estimated $15.2K.
WealthShield Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2018 and held it in 30 quarters.
WealthShield Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $556K in Q2 2021.
431 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2025.

Based on WealthShield Partners's 13F filing for Q4 2025, filed 3 Feb 2026.