Contravisory Investment Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Contravisory Investment Management’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 Q2	–	Sell	-208	Closed	-$9.96K	–	344
2023 Q1	$9.96K	Sell	208 -14	-6%	-$670	﹤0.01%	282
2022 Q4	$10.5K	Buy	222 +14	+7%	+$662	﹤0.01%	257
2022 Q3	$10K	Sell	208 -799	-79%	-$38.5K	﹤0.01%	257
2022 Q2	$49K	Buy	+1,007	New	+$48.9K	0.02%	239

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

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

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

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

Contravisory Investment Management's LMBS Position: Q2 2023 in Review

Contravisory Investment Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2023, closing a stake of 208 shares — an estimated $9.96K sold.

Contravisory Investment Management first reported a position in LMBS in Q2 2022 and held it in 4 quarters. The position peaked at $49K in Q2 2022. 378 funds tracked by Wall St. Rank hold LMBS as of Q2 2023.

Contravisory Investment Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2023 after selling out during the quarter.
Contravisory Investment Management sold 208 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2023, an estimated $9.96K.
Contravisory Investment Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2022 and held it in 4 quarters.
Contravisory Investment Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $49K in Q2 2022.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2023.

Based on Contravisory Investment Management's 13F filing for Q2 2023, filed 12 Jul 2023.