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

Firethorn Wealth 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 Q4	–	Sell	-8,001	Closed	-$379K	–	136
2022 Q3	$379K	Buy	8,001 +3,507	+78%	+$169K	0.35%	71
2022 Q2	$218K	Buy	+4,494	New	+$218K	0.18%	111
2022 Q1	–	Sell	-5,442	Closed	-$272K	–	147
2021 Q4	$272K	Buy	+5,442	New	+$274K	0.2%	100
2021 Q2	$307K	Buy	6,023 +1,347	+29%	+$68.8K	0.26%	86
2021 Q1	$239K	Buy	4,676 +37	+0.8%	+$1.9K	0.22%	103
2020 Q4	$239K	Buy	+4,639	New	+$239K	0.26%	87

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

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

RJFSA

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $672B AUM 33.48% 1-Year Est. Return

Firethorn Wealth Partners's LMBS Position: Q4 2022 in Review

Firethorn Wealth Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2022, closing a stake of 8,001 shares — an estimated $379K sold.

Firethorn Wealth Partners first reported a position in LMBS in Q4 2020 and held it in 6 quarters. The position peaked at $379K in Q3 2022. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2022.

Firethorn Wealth Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2022 after selling out during the quarter.
Firethorn Wealth Partners sold 8,001 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2022, an estimated $379K.
Firethorn Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 6 quarters.
Firethorn Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $379K in Q3 2022.
379 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2022.

Based on Firethorn Wealth Partners's 13F filing for Q4 2022, filed 7 Feb 2023.