Coastwise Capital Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Coastwise Capital 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
2022 Q4	–	Sell	-4,683	Closed	-$222K	–	107
2022 Q3	$222K	Buy	4,683 +2	+0%	+$96	0.35%	85
2022 Q2	$226K	Sell	4,681 -497	-10%	-$24.1K	0.28%	94
2022 Q1	$253K	Buy	+5,178	New	+$256K	0.31%	82

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $672B AUM 33.48% 1-Year Est. Return

Coastwise Capital Group's LMBS Position: Q4 2022 in Review

Coastwise Capital Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2022, closing a stake of 4,683 shares — an estimated $222K sold.

Coastwise Capital Group first reported a position in LMBS in Q1 2022 and held it in 3 quarters. The position peaked at $253K in Q1 2022. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2022.

Coastwise Capital Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2022 after selling out during the quarter.
Coastwise Capital Group sold 4,683 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2022, an estimated $222K.
Coastwise Capital Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and held it in 3 quarters.
Coastwise Capital Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $253K in Q1 2022.
379 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2022.

Based on Coastwise Capital Group's 13F filing for Q4 2022, filed 14 Feb 2023.