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

Altus Wealth Group’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
2021 Q3	–	Sell	-5,052	Closed	-$257K	–	114
2021 Q2	$257K	Buy	5,052 +800	+19%	+$40.9K	0.25%	89
2021 Q1	$217K	Sell	4,252 -3,126	-42%	-$161K	0.22%	97
2020 Q4	$380K	Buy	+7,378	New	+$380K	0.36%	55

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Altus Wealth Group's LMBS Position: Q3 2021 in Review

Altus Wealth Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2021, closing a stake of 5,052 shares — an estimated $257K sold.

Altus Wealth Group first reported a position in LMBS in Q4 2020 and held it in 3 quarters. The position peaked at $380K in Q4 2020. 350 funds tracked by Wall St. Rank hold LMBS as of Q3 2021.

Altus Wealth Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2021 after selling out during the quarter.
Altus Wealth Group sold 5,052 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2021, an estimated $257K.
Altus Wealth Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 3 quarters.
Altus Wealth Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $380K in Q4 2020.
350 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2021.

Based on Altus Wealth Group's 13F filing for Q3 2021, filed 8 Nov 2021.