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Commerce Bank’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Commerce Bank’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
2024
Q3 		– Sell
-18,585
Closed -$893K – 1227
2024
Q2 		$893K Buy
+18,585
New +$892K 0.01% 652

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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commerce Bank's LMBS Position: Q3 2024 in Review

Commerce Bank sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2024, closing a stake of 18,585 shares — an estimated $893K sold.

Commerce Bank first reported a position in LMBS in Q2 2024 and held it in 1 quarter. The position peaked at $893K in Q2 2024. 387 funds tracked by Wall St. Rank hold LMBS as of Q3 2024.

  • Commerce Bank reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • Commerce Bank sold 18,585 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2024, an estimated $893K.
  • Commerce Bank first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and held it in 1 quarter.
  • Commerce Bank's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $893K in Q2 2024.
  • 387 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2024.

Based on Commerce Bank's 13F filing for Q3 2024, filed 8 Nov 2024.