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

Aspire Private Capital’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
-296
Closed -$14.6K – 436
2024
Q3 		$14.6K Hold
296
– – ﹤0.01% 333
2024
Q2 		$14.2K Hold
296
– – ﹤0.01% 347
2024
Q1 		$14.3K Sell
296
-65
-18% -$3.13K ﹤0.01% 358
2023
Q4 		$17.4K Hold
361
– – 0.01% 333
2023
Q3 		$17.1K Sell
361
-53
-13% -$2.52K 0.01% 332
2023
Q2 		$19.7K Hold
414
– – 0.01% 295
2023
Q1 		$19.8K Hold
414
– – 0.01% 288
2022
Q4 		$19.6K Sell
414
-30
-7% -$1.42K 0.01% 287
2022
Q3 		$21K Sell
444
-134
-23% -$6.46K 0.01% 271
2022
Q2 		$28K Sell
578
-267
-32% -$13K 0.01% 247
2022
Q1 		$41K Sell
845
-126
-13% -$6.24K 0.01% 228
2021
Q4 		$49K Sell
971
-900
-48% -$45.2K 0.02% 220
2021
Q3 		$95K Sell
1,871
-1,102
-37% -$55.9K 0.03% 165
2021
Q2 		$151K Sell
2,973
-7,150
-71% -$365K 0.05% 154
2021
Q1 		$517K Sell
10,123
-12,007
-54% -$617K 0.18% 64
2020
Q4 		$1.14M Sell
22,130
-71
-0.3% -$3.66K 0.44% 48
2020
Q3 		$1.15M Sell
22,201
-53
-0.2% -$2.74K 0.47% 42
2020
Q2 		$1.15M Sell
22,254
-247
-1% -$12.8K 0.53% 40
2020
Q1 		$1.15M Buy
22,501
+785
+4% +$40.8K 0.62% 36
2019
Q4 		$1.13M Buy
21,716
+1,040
+5% +$54K 0.49% 41
2019
Q3 		$1.07M Buy
20,676
+77
+0.4% +$4K 0.51% 38
2019
Q2 		$1.06M Buy
+20,599
New +$1.06M 0.51% 44

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

Aspire Private Capital's LMBS Position: Q4 2024 in Review

Aspire Private Capital sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2024, closing a stake of 296 shares — an estimated $14.6K sold.

Aspire Private Capital first reported a position in LMBS in Q2 2019 and held it in 22 quarters. The position peaked at $1.15M in Q2 2020. 416 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

  • Aspire Private Capital 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.
  • Aspire Private Capital sold 296 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $14.6K.
  • Aspire Private Capital first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2019 and held it in 22 quarters.
  • Aspire Private Capital's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.15M in Q2 2020.
  • 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 Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.