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 $1.89T 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

RJFSA

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

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

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

JAWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Accel Wealth Management's LMBS Position: Q2 2023 in Review

Accel Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2023, closing a stake of 2,121 shares — an estimated $102K sold.

Accel Wealth Management first reported a position in LMBS in Q4 2020 and held it in 10 quarters. The position peaked at $414K in Q4 2020. 378 funds tracked by Wall St. Rank hold LMBS as of Q2 2023.

Accel Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 2,121 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2023, an estimated $102K.
Accel Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $414K in Q4 2020.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.