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

First PREMIER Bank’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 Q1	–	Sell	-1,588	Closed	-$75K	–	404
2022 Q4	$75K	Sell	1,588 -600	-27%	-$28.4K	0.02%	199
2022 Q3	$103K	Hold	2,188	–	–	0.03%	174
2022 Q2	$106K	Sell	2,188 -18,104	-89%	-$880K	0.03%	179
2022 Q1	$993K	Buy	20,292 +903	+5%	+$44.7K	0.26%	81
2021 Q4	$968K	Buy	19,389 +1,610	+9%	+$80.9K	0.25%	82
2021 Q3	$900K	Buy	17,779 +7,250	+69%	+$368K	0.26%	83
2021 Q2	$536K	Buy	10,529 +7,029	+201%	+$359K	0.15%	103
2021 Q1	$179K	Buy	+3,500	New	+$180K	0.06%	127

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

First PREMIER Bank's LMBS Position: Q1 2023 in Review

First PREMIER Bank sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2023, closing a stake of 1,588 shares — an estimated $75K sold.

First PREMIER Bank first reported a position in LMBS in Q1 2021 and held it in 8 quarters. The position peaked at $993K in Q1 2022. 378 funds tracked by Wall St. Rank hold LMBS as of Q1 2023.

First PREMIER Bank reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2023 after selling out during the quarter.
First PREMIER Bank sold 1,588 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2023, an estimated $75K.
First PREMIER Bank first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2021 and held it in 8 quarters.
First PREMIER Bank's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $993K in Q1 2022.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2023.

Based on First PREMIER Bank's 13F filing for Q1 2023, filed 10 Apr 2023.