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

FWL Investment 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
2024 Q4	–	Sell	-605	Closed	-$29.9K	–	320
2024 Q3	$29.9K	Hold	605	–	–	0.01%	154
2024 Q2	$29.1K	Sell	605 -101	-14%	-$4.85K	0.01%	136
2024 Q1	$34.1K	Buy	706 +523	+286%	+$25.2K	0.02%	118
2023 Q4	$8.84K	Hold	183	–	–	0.01%	167
2023 Q3	$8.64K	Buy	+183	New	+$8.7K	0.01%	150

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FWL Investment Management's LMBS Position: Q4 2024 in Review

FWL Investment Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2024, closing a stake of 605 shares — an estimated $29.9K sold.

FWL Investment Management first reported a position in LMBS in Q3 2023 and held it in 5 quarters. The position peaked at $34.1K in Q1 2024. 416 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

FWL Investment Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
FWL Investment Management sold 605 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $29.9K.
FWL Investment Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2023 and held it in 5 quarters.
FWL Investment Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $34.1K in Q1 2024.
416 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2024.

Based on FWL Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.