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

WMG Financial 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 Q4	–	Sell	-5,349	Closed	-$266K	–	165
2025 Q3	$266K	Sell	5,349 -400	-7%	-$19.8K	0.09%	156
2025 Q2	$283K	Sell	5,749 -22	-0.4%	-$1.08K	0.1%	140
2025 Q1	$284K	Sell	5,771 -156	-3%	-$7.62K	0.12%	119
2024 Q4	$288K	Sell	5,927 -155	-3%	-$7.57K	0.12%	120
2024 Q3	$301K	Buy	6,082 +341	+6%	+$16.7K	0.14%	111
2024 Q2	$276K	Buy	+5,741	New	+$276K	0.15%	105
2022 Q2	–	Sell	-4,498	Closed	-$220K	–	165
2022 Q1	$220K	Hold	4,498	–	–	0.16%	156
2021 Q4	$225K	Buy	+4,498	New	+$226K	0.18%	149

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WMG Financial Advisors's LMBS Position: Q4 2025 in Review

WMG Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2025, closing a stake of 5,349 shares — an estimated $266K sold.

WMG Financial Advisors first reported a position in LMBS in Q4 2021 and held it in 8 quarters. The position peaked at $301K in Q3 2024. 429 funds tracked by Wall St. Rank hold LMBS as of Q4 2025.

WMG Financial Advisors 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.
WMG Financial Advisors sold 5,349 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2025, an estimated $266K.
WMG Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and held it in 8 quarters.
WMG Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $301K in Q3 2024.
429 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 WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.