1834 Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

1834 Investment 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
2022 Q3	–	Sell	-52	Closed	-$3K	–	343
2022 Q2	$3K	Hold	52	–	–	﹤0.01%	425
2022 Q1	$3K	Hold	52	–	–	﹤0.01%	407
2021 Q4	$3K	Sell	52 -270	-84%	-$13.6K	﹤0.01%	437
2021 Q3	$16K	Sell	322 -135	-30%	-$6.85K	﹤0.01%	360
2021 Q2	$23K	Sell	457 -10,249	-96%	-$523K	﹤0.01%	346
2021 Q1	$547K	Hold	10,706	–	–	0.07%	125
2020 Q4	$551K	Hold	10,706	–	–	0.07%	121
2020 Q3	$553K	Hold	10,706	–	–	0.08%	114
2020 Q2	$553K	Hold	10,706	–	–	0.09%	110
2020 Q1	$546K	Hold	10,706	–	–	0.1%	109
2019 Q4	$555K	Hold	10,706	–	–	0.09%	113
2019 Q3	$556K	Hold	10,706	–	–	0.08%	119
2019 Q2	$553K	Hold	10,706	–	–	0.08%	113
2019 Q1	$549K	Buy	10,706 +315	+3%	+$16.1K	0.08%	113
2018 Q4	$530K	Sell	10,391 -218	-2%	-$11.1K	0.09%	114
2018 Q3	$540K	Buy	10,609 +2	+0%	+$102	0.08%	121
2018 Q2	$543K	Hold	10,607	–	–	0.09%	116
2018 Q1	$545K	Buy	10,607 +4,574	+76%	+$236K	0.09%	118
2017 Q4	$312K	Buy	+6,033	New	+$313K	0.05%	152

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1834 Investment Advisors's LMBS Position: Q3 2022 in Review

1834 Investment Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2022, closing a stake of 52 shares — an estimated $3K sold.

1834 Investment Advisors first reported a position in LMBS in Q4 2017 and held it in 19 quarters. The position peaked at $556K in Q3 2019. 378 funds tracked by Wall St. Rank hold LMBS as of Q3 2022.

1834 Investment Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 52 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2022, an estimated $3K.
1834 Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $556K in Q3 2019.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.