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

Gilliland Jeter 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
2024
Q4 		– Sell
-1,293
Closed -$63.9K – 441
2024
Q3 		$63.9K Buy
1,293
+7
+0.5% +$343 0.02% 279
2024
Q2 		$61.8K Buy
1,286
+3
+0.2% +$144 0.02% 267
2024
Q1 		$61.9K Buy
+1,283
New +$61.9K 0.02% 266

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Gilliland Jeter Wealth Management's LMBS Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2024, closing a stake of 1,293 shares — an estimated $63.9K sold.

Gilliland Jeter Wealth Management first reported a position in LMBS in Q1 2024 and held it in 3 quarters. The position peaked at $63.9K in Q3 2024. 416 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

  • Gilliland Jeter Wealth 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.
  • Gilliland Jeter Wealth Management sold 1,293 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $63.9K.
  • Gilliland Jeter Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $63.9K in Q3 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 Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.