FTUS
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Flow Traders U.S.’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Flow Traders U.S.’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
-15,168
Closed -$718K – 1029
2022
Q3 		$718K Buy
+15,168
New +$732K 0.04% 415
2021
Q3 		– Sell
-94,730
Closed -$4.82M – 1177
2021
Q2 		$4.82M Buy
+94,730
New +$4.84M 0.24% 86
2019
Q3 		– Sell
-37,128
Closed -$1.92M – 373
2019
Q2 		$1.92M Buy
+37,128
New +$1.91M 0.13% 99
2017
Q2 		– Sell
-169,766
Closed -$8.84M – 296
2017
Q1 		$8.84M Buy
169,766
+102,090
+151% +$5.33M 0.73% 23
2016
Q4 		$3.53M Sell
67,676
-9,277
-12% -$487K 0.22% 65
2016
Q3 		$4.04M Buy
+76,953
New +$4.01M 0.37% 55

Other funds holding LMBS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return