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

Fiduciary Alliance’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
2023 Q3	–	Sell	-60	Closed	-$2.86K	–	612
2023 Q2	$2.86K	Buy	+60	New	+$2.88K	﹤0.01%	770
2023 Q1	–	Sell	-60	Closed	-$2.85K	–	544
2022 Q4	$2.85K	Buy	+60	New	+$2.84K	﹤0.01%	632

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fiduciary Alliance's LMBS Position: Q3 2023 in Review

Fiduciary Alliance sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2023, closing a stake of 60 shares — an estimated $2.86K sold.

Fiduciary Alliance first reported a position in LMBS in Q4 2022 and held it in 2 quarters. The position peaked at $2.86K in Q2 2023. 372 funds tracked by Wall St. Rank hold LMBS as of Q3 2023.

Fiduciary Alliance reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 60 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2023, an estimated $2.86K.
Fiduciary Alliance first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.86K in Q2 2023.
372 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.