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

Antonetti Capital 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 Q3	$16.1K	Hold	340	–	–	0.03%	176
2023 Q2	$16.2K	Hold	340	–	–	0.02%	187
2023 Q1	$16.3K	Hold	340	–	–	0.02%	188
2022 Q4	$16.1K	Hold	340	–	–	0.02%	189
2022 Q3	$16K	Hold	340	–	–	0.02%	189
2022 Q2	$16K	Hold	340	–	–	0.02%	198
2022 Q1	$17K	Hold	340	–	–	0.02%	215
2021 Q4	$17K	Sell	340 -260	-43%	-$13.1K	0.01%	257
2021 Q3	$30K	Buy	+600	New	+$30.4K	0.02%	211

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Antonetti Capital Management's LMBS Position: Q3 2023 in Review

Antonetti Capital Management held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q3 2023 at 340 shares worth $16.1K. The position accounts for 0.03% of the portfolio, ranked #176.

Antonetti Capital Management first reported a position in LMBS in Q3 2021 and has held it in 9 quarters since. The position peaked at $30K in Q3 2021. 372 funds tracked by Wall St. Rank hold LMBS as of Q3 2023.

Antonetti Capital Management held 340 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $16.1K as of Q3 2023.
Antonetti Capital Management left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q3 2023.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Antonetti Capital Management's portfolio in Q3 2023, its #176 holding.
Antonetti Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $30K in Q3 2021.
372 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.