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

Atlas Private Wealth 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
2024 Q1	$7.7M	Buy	159,628 +1,614	+1%	+$77.8K	3.24%	4
2023 Q4	$7.64M	Buy	158,014 +1,205	+0.8%	+$57.1K	3.59%	5
2023 Q3	$7.41M	Buy	156,809 +3,147	+2%	+$150K	3.98%	5
2023 Q2	$7.33M	Buy	153,662 +4,886	+3%	+$234K	3.86%	5
2023 Q1	$7.12M	Sell	148,776 -1,578	-1%	-$75.5K	4.28%	4
2022 Q4	$7.13M	Sell	150,354 -3,876	-3%	-$183K	3.29%	4
2022 Q3	$7.3M	Buy	154,230 +5,571	+4%	+$269K	5.29%	2
2022 Q2	$7.18M	Sell	148,659 -993	-0.7%	-$48.2K	4.9%	2
2022 Q1	$7.33M	Buy	149,652 +843	+0.6%	+$41.7K	4.26%	3
2021 Q4	$7.44M	Buy	148,809 +3,661	+3%	+$184K	4.15%	3
2021 Q3	$7.34M	Buy	145,148 +14,211	+11%	+$721K	4.49%	2
2021 Q2	$6.67M	Buy	130,937 +12,845	+11%	+$656K	4.11%	3
2021 Q1	$6.03M	Buy	118,092 +11,310	+11%	+$581K	3.85%	3
2020 Q4	$5.5M	Sell	106,782 -19,059	-15%	-$983K	3.92%	2
2020 Q3	$6.5M	Sell	125,841 -2,807	-2%	-$145K	5.09%	1
2020 Q2	$6.65M	Sell	128,648 -3,433	-3%	-$177K	5.36%	1
2020 Q1	$6.74M	Buy	132,081 +85,984	+187%	+$4.46M	6.22%	1
2019 Q4	$2.39M	Buy	+46,097	New	+$2.39M	1.83%	9

Other funds holding LMBS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Atlas Private Wealth Management's LMBS Position: Q1 2024 in Review

Atlas Private Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1% in Q1 2024, buying an estimated $77.8K and bringing the position to 159,628 shares worth $7.7M. The position accounts for 3.24% of the portfolio, ranked #4.

Atlas Private Wealth Management first reported a position in LMBS in Q4 2019 and has held it in 18 quarters since. 374 funds tracked by Wall St. Rank hold LMBS as of Q1 2024.

Atlas Private Wealth Management held 159,628 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $7.7M as of Q1 2024.
Atlas Private Wealth Management bought 1,614 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2024, an estimated $77.8K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 3.24% of Atlas Private Wealth Management's portfolio in Q1 2024, its #4 holding.
Atlas Private Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 18 quarters since.
374 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.