Catalyst Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
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RJA
Catalyst Wealth Management's LMBS Position: Q1 2023 in Review
Catalyst Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.5% in Q1 2023, buying an estimated $5.74K and bringing the position to 4,861 shares worth $233K. The position accounts for 0.22% of the portfolio, ranked #111.
Catalyst Wealth Management first reported a position in LMBS in Q4 2022 and has held it in 2 quarters since. 378 funds tracked by Wall St. Rank hold LMBS as of Q1 2023.
- Catalyst Wealth Management held 4,861 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $233K as of Q1 2023.
- Catalyst Wealth Management bought 120 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2023, an estimated $5.74K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.22% of Catalyst Wealth Management's portfolio in Q1 2023, its #111 holding.
- Catalyst Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 2 quarters since.
- 378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2023.
Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.