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

Connectus Wealth’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 Q1	$312K	Sell	6,475 -2,301	-26%	-$111K	0.01%	320
2023 Q4	$424K	Sell	8,776 -122,320	-93%	-$5.8M	0.01%	420
2023 Q3	$6.19M	Buy	131,096 +32,905	+34%	+$1.56M	0.14%	145
2023 Q2	$4.68M	Sell	98,191 -30,440	-24%	-$1.46M	0.11%	146
2023 Q1	$6.16M	Buy	128,631 +118,205	+1,134%	+$5.66M	0.15%	130
2022 Q4	$494K	Sell	10,426 -2,550	-20%	-$121K	0.01%	343
2022 Q3	$614K	Sell	12,976 -1,324	-9%	-$63.9K	0.01%	381
2022 Q2	$691K	Buy	+14,300	New	+$695K	0.02%	312

Other funds holding LMBS

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Connectus Wealth's LMBS Position: Q1 2024 in Review

Connectus Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 26% in Q1 2024, selling an estimated $111K and leaving 6,475 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #320.

Connectus Wealth first reported a position in LMBS in Q2 2022 and has held it in 8 quarters since. The position peaked at $6.19M in Q3 2023. 373 funds tracked by Wall St. Rank hold LMBS as of Q1 2024.

Connectus Wealth held 6,475 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $312K as of Q1 2024.
Connectus Wealth sold 2,301 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2024, an estimated $111K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #320 holding.
Connectus Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2022 and has held it in 8 quarters since.
Connectus Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.19M in Q3 2023.
373 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.