Ford Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Ford Financial Group’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	-41,976	Closed	-$1.99M	–	57
2022 Q4	$1.99M	Sell	41,976 -2,605	-6%	-$123K	0.79%	30
2022 Q3	$2.11M	Sell	44,581 -59,832	-57%	-$2.89M	0.88%	27
2022 Q2	$5.04M	Buy	+104,413	New	+$5.07M	2.05%	8

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

Ford Financial Group's LMBS Position: Q1 2023 in Review

Ford Financial Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2023, closing a stake of 41,976 shares — an estimated $1.99M sold.

Ford Financial Group first reported a position in LMBS in Q2 2022 and held it in 3 quarters. The position peaked at $5.04M in Q2 2022. 378 funds tracked by Wall St. Rank hold LMBS as of Q1 2023.

Ford Financial Group 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.
Ford Financial Group sold 41,976 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2023, an estimated $1.99M.
Ford Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2022 and held it in 3 quarters.
Ford Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $5.04M in Q2 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 Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.