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

Atlas Private 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
2022 Q4	–	Sell	-8,238	Closed	-$390K	–	131
2022 Q3	$390K	Sell	8,238 -2,367	-22%	-$114K	0.23%	85
2022 Q2	$512K	Sell	10,605 -181,545	-94%	-$8.82M	0.31%	80
2022 Q1	$9.41M	Buy	192,150 +61,679	+47%	+$3.05M	4.18%	6
2021 Q4	$6.52M	Buy	130,471 +28,782	+28%	+$1.45M	3.02%	7
2021 Q3	$5.14M	Buy	101,689 +1,285	+1%	+$65.2K	2.69%	9
2021 Q2	$5.11M	Buy	100,404 +910	+0.9%	+$46.5K	2.77%	9
2021 Q1	$5.08M	Buy	99,494 +48	+0%	+$2.47K	2.83%	9
2020 Q4	$5.12M	Buy	99,446 +11,878	+14%	+$613K	3.43%	6
2020 Q3	$4.53M	Buy	87,568 +27,219	+45%	+$1.41M	3.78%	5
2020 Q2	$3.12M	Buy	+60,349	New	+$3.12M	2.78%	8

Other funds holding LMBS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atlas Private Wealth Advisors's LMBS Position: Q4 2022 in Review

Atlas Private Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2022, closing a stake of 8,238 shares — an estimated $390K sold.

Atlas Private Wealth Advisors first reported a position in LMBS in Q2 2020 and held it in 10 quarters. The position peaked at $9.41M in Q1 2022. 380 funds tracked by Wall St. Rank hold LMBS as of Q4 2022.

Atlas Private Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2022 after selling out during the quarter.
Atlas Private Wealth Advisors sold 8,238 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2022, an estimated $390K.
Atlas Private Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2020 and held it in 10 quarters.
Atlas Private Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $9.41M in Q1 2022.
380 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2022.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.