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

American Portfolios 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	$3.09M	Sell	65,197 -12,612	-16%	-$608K	0.13%	168
2022 Q2	$3.76M	Sell	77,809 -7,081	-8%	-$344K	0.15%	134
2022 Q1	$4.16M	Buy	84,890 +5,716	+7%	+$283K	0.14%	144
2021 Q4	$3.96M	Sell	79,174 -446	-0.6%	-$22.4K	0.13%	151
2021 Q3	$4.03M	Buy	79,620 +18,295	+30%	+$928K	0.15%	128
2021 Q2	$3.12M	Buy	61,325 +8,055	+15%	+$411K	0.12%	169
2021 Q1	$2.72M	Sell	53,270 -10,084	-16%	-$518K	0.12%	168
2020 Q4	$3.26M	Sell	63,354 -975	-2%	-$50.3K	0.17%	119
2020 Q3	$3.32M	Buy	64,329 +23,763	+59%	+$1.23M	0.19%	107
2020 Q2	$2.1M	Sell	40,566 -82,453	-67%	-$4.26M	0.14%	156
2020 Q1	$6.27M	Sell	123,019 -12,729	-9%	-$661K	0.52%	33
2019 Q4	$7.03M	Buy	135,748 +90,046	+197%	+$4.67M	0.5%	33
2019 Q3	$2.38M	Sell	45,702 -5,401	-11%	-$280K	0.19%	114
2019 Q2	$2.64M	Buy	51,103 +17,497	+52%	+$900K	0.22%	103
2019 Q1	$1.72M	Buy	33,606 +4,656	+16%	+$238K	0.16%	129
2018 Q4	$1.48M	Buy	28,950 +489	+2%	+$24.9K	0.18%	122
2018 Q3	$1.45M	Buy	28,461 +185	+0.7%	+$9.46K	0.17%	124
2018 Q2	$1.45M	Buy	28,276 +1,737	+7%	+$89K	0.2%	100
2018 Q1	$1.36M	Buy	26,539 +913	+4%	+$47K	0.2%	107
2017 Q4	$1.32M	Buy	+25,626	New	+$1.33M	0.21%	108

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return

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

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

American Portfolios Advisors's LMBS Position: Q3 2022 in Review

American Portfolios Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 16% in Q3 2022, selling an estimated $608K and leaving 65,197 shares worth $3.09M. The position accounts for 0.13% of the portfolio, ranked #168.

American Portfolios Advisors first reported a position in LMBS in Q4 2017 and has held it in 20 quarters since. The position peaked at $7.03M in Q4 2019. 379 funds tracked by Wall St. Rank hold LMBS as of Q3 2022.

American Portfolios Advisors held 65,197 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.09M as of Q3 2022.
American Portfolios Advisors sold 12,612 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2022, an estimated $608K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.13% of American Portfolios Advisors's portfolio in Q3 2022, its #168 holding.
American Portfolios Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $7.03M in Q4 2019.
379 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 American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.