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

Flagstar 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 Q4	–	Sell	-1,968	Closed	-$100K	–	194
2021 Q3	$100K	Buy	+1,968	New	+$99.9K	0.03%	148

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

RJA

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

RJFSA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Flagstar Advisors's LMBS Position: Q4 2021 in Review

Flagstar Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2021, closing a stake of 1,968 shares — an estimated $100K sold.

Flagstar Advisors first reported a position in LMBS in Q3 2021 and held it in 1 quarter. The position peaked at $100K in Q3 2021. 378 funds tracked by Wall St. Rank hold LMBS as of Q4 2021.

Flagstar Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2021 after selling out during the quarter.
Flagstar Advisors sold 1,968 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2021, an estimated $100K.
Flagstar Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2021 and held it in 1 quarter.
Flagstar Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $100K in Q3 2021.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2021.

Based on Flagstar Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.