Frontier Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Frontier Wealth Management’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	-5,116	Closed	-$259K	–	436
2021 Q3	$259K	Buy	5,116 +11	+0.2%	+$558	0.02%	357
2021 Q2	$260K	Buy	5,105 +12	+0.2%	+$613	0.02%	359
2021 Q1	$260K	Sell	5,093 -5,159	-50%	-$265K	0.02%	326
2020 Q4	$528K	Buy	10,252 +468	+5%	+$24.1K	0.04%	222
2020 Q3	$506K	Buy	9,784 +14	+0.1%	+$724	0.05%	212
2020 Q2	$505K	Buy	+9,770	New	+$504K	0.05%	209
2017 Q2	–	Sell	-7,258	Closed	-$378K	–	399
2017 Q1	$378K	Buy	7,258 +292	+4%	+$15.2K	0.06%	266
2016 Q4	$363K	Sell	6,966 -2,447	-26%	-$128K	0.06%	255
2016 Q3	$493K	Buy	+9,413	New	+$491K	0.07%	206

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

Frontier Wealth Management's LMBS Position: Q4 2021 in Review

Frontier Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2021, closing a stake of 5,116 shares — an estimated $259K sold.

Frontier Wealth Management first reported a position in LMBS in Q3 2016 and held it in 9 quarters. The position peaked at $528K in Q4 2020. 378 funds tracked by Wall St. Rank hold LMBS as of Q4 2021.

Frontier Wealth Management 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.
Frontier Wealth Management sold 5,116 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2021, an estimated $259K.
Frontier Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2016 and held it in 9 quarters.
Frontier Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $528K in Q4 2020.
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 Frontier Wealth Management's 13F filing for Q4 2021, filed 4 Feb 2022.