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

Clearview 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
2023 Q3	–	Sell	-296	Closed	-$14.1K	–	398
2023 Q2	$14.1K	Buy	296 +3	+1%	+$144	0.01%	321
2023 Q1	$14.1K	Buy	293 +1	+0.3%	+$48	0.01%	317
2022 Q4	$13.8K	Buy	292 +3	+1%	+$142	0.01%	295
2022 Q3	$14K	Buy	289 +1	+0.3%	+$48	0.01%	298
2022 Q2	$14K	Buy	288 +1	+0.3%	+$49	0.01%	318
2022 Q1	$14K	Sell	287 -857	-75%	-$42.4K	0.01%	340
2021 Q4	$57K	Sell	1,144 -1,337	-54%	-$67.2K	0.03%	216
2021 Q3	$126K	Buy	2,481 +12	+0.5%	+$609	0.08%	140
2021 Q2	$126K	Buy	2,469 +13	+0.5%	+$664	0.08%	138
2021 Q1	$125K	Buy	2,456 +13	+0.5%	+$668	0.08%	139
2020 Q4	$126K	Buy	+2,443	New	+$126K	0.08%	126

Other funds holding LMBS

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clearview Wealth Advisors's LMBS Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2023, closing a stake of 296 shares — an estimated $14.1K sold.

Clearview Wealth Advisors first reported a position in LMBS in Q4 2020 and held it in 11 quarters. The position peaked at $126K in Q3 2021. 372 funds tracked by Wall St. Rank hold LMBS as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 296 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2023, an estimated $14.1K.
Clearview Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $126K in Q3 2021.
372 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.