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

Arete Wealth 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
2024
Q4 		– Sell
-9,546
Closed -$471K – 773
2024
Q3 		$471K Sell
9,546
-53,498
-85% -$2.62M 0.04% 390
2024
Q2 		$3.03M Buy
63,044
+3,061
+5% +$147K 0.25% 83
2024
Q1 		$2.89M Buy
59,983
+9,639
+19% +$465K 0.27% 83
2023
Q4 		$2.43M Buy
+50,344
New +$2.39M 0.19% 117
2023
Q3 		– Sell
-53,835
Closed -$2.57M – 623
2023
Q2 		$2.57M Sell
53,835
-969
-2% -$46.4K 0.23% 98
2023
Q1 		$2.62M Buy
54,804
+19,317
+54% +$925K 0.21% 98
2022
Q4 		$1.68M Buy
35,487
+4,884
+16% +$231K 0.15% 127
2022
Q3 		$1.45M Buy
30,603
+2,249
+8% +$109K 0.14% 131
2022
Q2 		$1.37M Buy
28,354
+744
+3% +$36.1K 0.14% 120
2022
Q1 		$1.35M Buy
27,610
+440
+2% +$21.8K 0.11% 147
2021
Q4 		$1.36M Buy
27,170
+280
+1% +$14.1K 0.12% 155
2021
Q3 		$1.36M Buy
26,890
+1,035
+4% +$52.5K 0.15% 135
2021
Q2 		$1.27M Buy
25,855
+1,551
+6% +$79.2K 0.18% 111
2021
Q1 		$1.24M Buy
24,304
+2,377
+11% +$122K 0.16% 140
2020
Q4 		$1.13M Sell
21,927
-6,747
-24% -$348K 0.16% 140
2020
Q3 		$1.48M Buy
28,674
+5,428
+23% +$281K 0.22% 106
2020
Q2 		$1.2M Buy
23,246
+705
+3% +$36.4K 0.21% 123
2020
Q1 		$1.15M Sell
22,541
-13,996
-38% -$727K 0.23% 106
2019
Q4 		$1.89M Sell
36,537
-5,766
-14% -$299K 0.33% 76
2019
Q3 		$2.2M Buy
42,303
+7,262
+21% +$377K 0.42% 57
2019
Q2 		$1.81M Buy
35,041
+17,419
+99% +$896K 0.35% 75
2019
Q1 		$904K Buy
17,622
+4,953
+39% +$253K 0.19% 140
2018
Q4 		$647K Buy
+12,669
New +$645K 0.16% 162

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arete Wealth Advisors's LMBS Position: Q4 2024 in Review

Arete Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2024, closing a stake of 9,546 shares — an estimated $471K sold.

Arete Wealth Advisors first reported a position in LMBS in Q4 2018 and held it in 23 quarters. The position peaked at $3.03M in Q2 2024. 416 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

  • Arete Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 9,546 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $471K.
  • Arete Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and held it in 23 quarters.
  • Arete Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.03M in Q2 2024.
  • 416 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.