Brand Asset Management Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Brand Asset Management Group’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
2021 Q2	–	Sell	-52,682	Closed	-$2.69M	–	177
2021 Q1	$2.69M	Buy	+52,682	New	+$2.71M	1.37%	18

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Brand Asset Management Group's LMBS Position: Q2 2021 in Review

Brand Asset Management Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2021, closing a stake of 52,682 shares — an estimated $2.69M sold.

Brand Asset Management Group first reported a position in LMBS in Q1 2021 and held it in 1 quarter. The position peaked at $2.69M in Q1 2021. 365 funds tracked by Wall St. Rank hold LMBS as of Q2 2021.

Brand Asset Management Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2021 after selling out during the quarter.
Brand Asset Management Group sold 52,682 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2021, an estimated $2.69M.
Brand Asset Management Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2021 and held it in 1 quarter.
Brand Asset Management Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.69M in Q1 2021.
365 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.