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Ashton Thomas Securities’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Ashton Thomas Securities’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
-270
Closed -$13.3K – 815
2024
Q3 		$13.3K Buy
+270
New +$13.2K ﹤0.01% 733

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

Ashton Thomas Securities's LMBS Position: Q4 2024 in Review

Ashton Thomas Securities sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2024, closing a stake of 270 shares — an estimated $13.3K sold.

Ashton Thomas Securities first reported a position in LMBS in Q3 2024 and held it in 1 quarter. The position peaked at $13.3K in Q3 2024. 416 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

  • Ashton Thomas Securities 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.
  • Ashton Thomas Securities sold 270 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $13.3K.
  • Ashton Thomas Securities first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2024 and held it in 1 quarter.
  • Ashton Thomas Securities's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $13.3K in Q3 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 Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.