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

FDx Advisors’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 Q2	–	Sell	-6,971	Closed	-$356K	–	844
2021 Q1	$356K	Sell	6,971 -4,175	-37%	-$214K	0.01%	578
2020 Q4	$574K	Sell	11,146 -34	-0.3%	-$1.75K	0.02%	398
2020 Q3	$578K	Buy	11,180 +6,798	+155%	+$352K	0.03%	341
2020 Q2	$226K	Buy	+4,382	New	+$226K	0.01%	517
2019 Q3	–	Sell	-5,985	Closed	-$309K	–	733
2019 Q2	$309K	Buy	5,985 +1,386	+30%	+$71.3K	0.01%	625
2019 Q1	$236K	Buy	+4,599	New	+$235K	0.01%	679

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FDx Advisors's LMBS Position: Q2 2021 in Review

FDx Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2021, closing a stake of 6,971 shares — an estimated $356K sold.

FDx Advisors first reported a position in LMBS in Q1 2019 and held it in 6 quarters. The position peaked at $578K in Q3 2020. 365 funds tracked by Wall St. Rank hold LMBS as of Q2 2021.

FDx Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2021 after selling out during the quarter.
FDx Advisors sold 6,971 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2021, an estimated $356K.
FDx Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and held it in 6 quarters.
FDx Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $578K in Q3 2020.
365 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2021.

Based on FDx Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.