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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management

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

First Trust Advisors

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return