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

Front Row 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
2024 Q3	–	Sell	-65	Closed	-$3.12K	–	697
2024 Q2	$3.12K	Sell	65 -10	-13%	-$480	﹤0.01%	805
2024 Q1	$3.62K	Buy	+75	New	+$3.62K	﹤0.01%	773
2023 Q4	–	Sell	-75	Closed	-$3.54K	–	664
2023 Q3	$3.54K	Hold	75	–	–	﹤0.01%	739
2023 Q2	$4K	Hold	75	–	–	﹤0.01%	712
2023 Q1	$4K	Hold	75	–	–	﹤0.01%	716
2022 Q4	$4K	Hold	75	–	–	﹤0.01%	684
2022 Q3	$4K	Hold	75	–	–	﹤0.01%	703
2022 Q2	$4K	Hold	75	–	–	﹤0.01%	722
2022 Q1	$4K	Hold	75	–	–	﹤0.01%	769
2021 Q4	$4K	Hold	75	–	–	﹤0.01%	793
2021 Q3	$4K	Hold	75	–	–	﹤0.01%	783
2021 Q2	$4K	Sell	75 -38	-34%	-$1.94K	﹤0.01%	784
2021 Q1	$6K	Hold	113	–	–	﹤0.01%	686
2020 Q4	$6K	Hold	113	–	–	﹤0.01%	645
2020 Q3	$6K	Hold	113	–	–	﹤0.01%	644
2020 Q2	$6K	Buy	+113	New	+$5.83K	﹤0.01%	595

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Front Row Advisors's LMBS Position: Q3 2024 in Review

Front Row Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2024, closing a stake of 65 shares — an estimated $3.12K sold.

Front Row Advisors first reported a position in LMBS in Q2 2020 and held it in 16 quarters. The position peaked at $6K in Q1 2021. 390 funds tracked by Wall St. Rank hold LMBS as of Q3 2024.

Front Row Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2024 after selling out during the quarter.
Front Row Advisors sold 65 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2024, an estimated $3.12K.
Front Row Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2020 and held it in 16 quarters.
Front Row Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6K in Q1 2021.
390 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2024.

Based on Front Row Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.