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

Accel Wealth Management’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
2023 Q2	–	Sell	-2,121	Closed	-$102K	–	559
2023 Q1	$102K	Sell	2,121 -9	-0.4%	-$431	0.04%	318
2022 Q4	$101K	Buy	2,130 +11	+0.5%	+$520	0.05%	237
2022 Q3	$101K	Sell	2,119 -594	-22%	-$28.7K	0.05%	244
2022 Q2	$131K	Buy	2,713 +7	+0.3%	+$340	0.08%	197
2022 Q1	$132K	Sell	2,706 -297	-10%	-$14.7K	0.07%	216
2021 Q4	$150K	Sell	3,003 -242	-7%	-$12.2K	0.07%	202
2021 Q3	$164K	Sell	3,245 -2,620	-45%	-$133K	0.11%	156
2021 Q2	$299K	Sell	5,865 -2,136	-27%	-$109K	0.2%	101
2021 Q1	$409K	Sell	8,001 -33	-0.4%	-$1.7K	0.33%	65
2020 Q4	$414K	Buy	+8,034	New	+$414K	0.39%	57

Other funds holding LMBS

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

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

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Trust Advisors

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