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

Concord Wealth Partners’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 Q3	–	Sell	-763	Closed	-$39K	–	977
2021 Q2	$39K	Sell	763 -8,287	-92%	-$423K	0.01%	385
2021 Q1	$462K	Sell	9,050 -10,917	-55%	-$561K	0.16%	64
2020 Q4	$1.03M	Buy	+19,967	New	+$1.03M	0.79%	17

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Concord Wealth Partners's LMBS Position: Q3 2021 in Review

Concord Wealth Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2021, closing a stake of 763 shares — an estimated $39K sold.

Concord Wealth Partners first reported a position in LMBS in Q4 2020 and held it in 3 quarters. The position peaked at $1.03M in Q4 2020. 349 funds tracked by Wall St. Rank hold LMBS as of Q3 2021.

Concord Wealth Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2021 after selling out during the quarter.
Concord Wealth Partners sold 763 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2021, an estimated $39K.
Concord Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 3 quarters.
Concord Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.03M in Q4 2020.
349 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2021.

Based on Concord Wealth Partners's 13F filing for Q3 2021, filed 9 Nov 2021.