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

Eudaimonia 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
2022 Q3	–	Sell	-4,503	Closed	-$217K	–	390
2022 Q2	$217K	Sell	4,503 -1,463	-25%	-$71.1K	0.04%	353
2022 Q1	$292K	Buy	+5,966	New	+$295K	0.05%	318
2021 Q3	$351K	Buy	6,933 +222	+3%	+$11.3K	0.06%	279
2021 Q2	$342K	Buy	6,711 +6,673	+17,561%	+$341K	0.06%	289
2021 Q1	$2K	Sell	38 -975	-96%	-$50.1K	﹤0.01%	1483
2020 Q4	$52K	Sell	1,013 -104	-9%	-$5.36K	0.01%	603
2020 Q3	$58K	Sell	1,117 -29	-3%	-$1.5K	0.01%	526
2020 Q2	$59K	Hold	1,146	–	–	0.02%	457
2020 Q1	$58K	Hold	1,146	–	–	0.03%	431
2019 Q4	$59K	Buy	+1,146	New	+$59.5K	0.02%	459

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Eudaimonia Partners's LMBS Position: Q3 2022 in Review

Eudaimonia Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2022, closing a stake of 4,503 shares — an estimated $217K sold.

Eudaimonia Partners first reported a position in LMBS in Q4 2019 and held it in 10 quarters. The position peaked at $351K in Q3 2021. 378 funds tracked by Wall St. Rank hold LMBS as of Q3 2022.

Eudaimonia Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2022 after selling out during the quarter.
Eudaimonia Partners sold 4,503 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2022, an estimated $217K.
Eudaimonia Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and held it in 10 quarters.
Eudaimonia Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $351K in Q3 2021.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2022.

Based on Eudaimonia Partners's 13F filing for Q3 2022, filed 4 Nov 2022.