Farmers & Merchants Trust Co of Chambersburg PA’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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	-81	Closed	-$4K	–	325
2021 Q2	$4K	Hold	81	–	–	﹤0.01%	315
2021 Q1	$4K	Buy	+81	New	+$4.16K	﹤0.01%	274

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $570B AUM 27.57% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's LMBS Position: Q3 2021 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2021, closing a stake of 81 shares — an estimated $4K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in LMBS in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 350 funds tracked by Wall St. Rank hold LMBS as of Q3 2021.

Farmers & Merchants Trust Co of Chambersburg PA 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.
Farmers & Merchants Trust Co of Chambersburg PA sold 81 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2021, an estimated $4K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2021 and held it in 2 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4K in Q2 2021.
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 Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q3 2021, filed 22 Oct 2021.