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

Deutsche 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
2021 Q3	–	Sell	-24,464	Closed	-$1.25M	–	4557
2021 Q2	$1.25M	Sell	24,464 -3,263	-12%	-$167K	﹤0.01%	2629
2021 Q1	$1.42M	Buy	27,727 +14,826	+115%	+$762K	﹤0.01%	2437
2020 Q4	$664K	Sell	12,901 -29,266	-69%	-$1.51M	﹤0.01%	2715
2020 Q3	$2.18M	Sell	42,167 -10,854	-20%	-$562K	﹤0.01%	1688
2020 Q2	$2.74M	Buy	53,021 +2,366	+5%	+$122K	﹤0.01%	1619
2020 Q1	$2.58M	Buy	50,655 +47,046	+1,304%	+$2.44M	﹤0.01%	1567
2019 Q4	$186K	Buy	3,609 +1,813	+101%	+$94.1K	﹤0.01%	3273
2019 Q3	$93K	Buy	+1,796	New	+$93.2K	﹤0.01%	3592
2019 Q2	–	Sell	-6,705	Closed	-$343K	–	5410
2019 Q1	$343K	Sell	6,705 -11,382	-63%	-$582K	﹤0.01%	3678
2018 Q4	$923K	Buy	+18,087	New	+$921K	﹤0.01%	2947

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Deutsche Bank's LMBS Position: Q3 2021 in Review

Deutsche Bank sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2021, closing a stake of 24,464 shares — an estimated $1.25M sold.

Deutsche Bank first reported a position in LMBS in Q4 2018 and held it in 10 quarters. The position peaked at $2.74M in Q2 2020. 350 funds tracked by Wall St. Rank hold LMBS as of Q3 2021.

Deutsche Bank 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.
Deutsche Bank sold 24,464 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2021, an estimated $1.25M.
Deutsche Bank first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and held it in 10 quarters.
Deutsche Bank's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.74M in Q2 2020.
350 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 Deutsche Bank's 13F filing for Q3 2021, filed 4 Nov 2021.