Coppell Advisory Solutions Corp’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Coppell Advisory Solutions Corp’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	$735K	Buy	+15,226	New	+$734K	0.14%	127
2023 Q1	$719K	Sell	15,049 -7,606	-34%	-$364K	0.24%	106
2022 Q4	$1.07M	Buy	+22,655	New	+$1.07M	0.36%	70

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

Coppell Advisory Solutions Corp's LMBS Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2024: 15,226 shares worth $735K. The stake represents 0.14% of the portfolio and ranks #127 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in LMBS as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in LMBS in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2022. 373 funds tracked by Wall St. Rank hold LMBS as of Q1 2024.

Coppell Advisory Solutions Corp held 15,226 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $735K as of Q1 2024.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.14% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #127 holding.
Coppell Advisory Solutions Corp first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 3 quarters since.
Coppell Advisory Solutions Corp's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.07M in Q4 2022.
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 Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.