Bivin & Associates’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Bivin & Associates’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 Q2	$66K	Buy	+1,367	New	+$66.4K	0.07%	68
2022 Q1	–	Sell	-1,580	Closed	-$79K	–	394
2021 Q4	$79K	Buy	+1,580	New	+$79.4K	0.07%	72

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

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

RJFSA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bivin & Associates's LMBS Position: Q2 2022 in Review

Bivin & Associates opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2022: 1,367 shares worth $66K. The stake represents 0.07% of the portfolio and ranks #68 among its holdings. This is a return to the name: Bivin & Associates previously reported a position in LMBS as recently as Q4 2021.

Bivin & Associates first reported a position in LMBS in Q4 2021 and has held it in 2 quarters since. The position peaked at $79K in Q4 2021. 384 funds tracked by Wall St. Rank hold LMBS as of Q2 2022.

Bivin & Associates held 1,367 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $66K as of Q2 2022.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Bivin & Associates position in Q2 2022.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of Bivin & Associates's portfolio in Q2 2022, its #68 holding.
Bivin & Associates first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 2 quarters since.
Bivin & Associates's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $79K in Q4 2021.
384 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.