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

Good Life 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
Q4 		– Sell
-63,185
Closed -$3.12M – 564
2024
Q3 		$3.12M Buy
63,185
+7,074
+13% +$346K 0.19% 101
2024
Q2 		$2.7M Buy
56,111
+334
+0.6% +$16K 0.22% 87
2024
Q1 		$2.69M Buy
55,777
+3,592
+7% +$173K 0.24% 81
2023
Q4 		$2.52M Sell
52,185
-3,885
-7% -$184K 0.25% 79
2023
Q3 		$2.65M Sell
56,070
-1,040
-2% -$49.5K 0.3% 68
2023
Q2 		$2.72M Sell
57,110
-61,667
-52% -$2.96M 0.31% 66
2023
Q1 		$5.69M Sell
118,777
-45,706
-28% -$2.19M 0.73% 32
2022
Q4 		$7.8M Buy
164,483
+8,058
+5% +$381K 1.08% 17
2022
Q3 		$7.41M Buy
156,425
+22,599
+17% +$1.09M 1.09% 17
2022
Q2 		$6.46M Sell
133,826
-21,734
-14% -$1.06M 0.9% 26
2022
Q1 		$7.62M Buy
155,560
+4,789
+3% +$237K 0.95% 25
2021
Q4 		$7.54M Buy
150,771
+20,045
+15% +$1.01M 0.91% 24
2021
Q3 		$6.61M Buy
130,726
+16,389
+14% +$832K 0.9% 26
2021
Q2 		$5.82M Buy
114,337
+10,327
+10% +$527K 1.1% 20
2021
Q1 		$5.31M Buy
104,010
+1,124
+1% +$57.7K 1.08% 19
2020
Q4 		$5.29M Buy
102,886
+3,022
+3% +$156K 1.24% 19
2020
Q3 		$5.16M Buy
99,864
+45,693
+84% +$2.36M 1.41% 17
2020
Q2 		$2.8M Buy
54,171
+3,576
+7% +$185K 0.84% 27
2020
Q1 		$2.58M Buy
50,595
+13,561
+37% +$704K 0.94% 23
2019
Q4 		$1.92M Buy
+37,034
New +$1.92M 0.54% 39

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 22.96% 1-Year Est. Return

Good Life Advisors's LMBS Position: Q4 2024 in Review

Good Life Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2024, closing a stake of 63,185 shares — an estimated $3.12M sold.

Good Life Advisors first reported a position in LMBS in Q4 2019 and held it in 20 quarters. The position peaked at $7.8M in Q4 2022. 416 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

  • Good Life Advisors 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.
  • Good Life Advisors sold 63,185 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $3.12M.
  • Good Life Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and held it in 20 quarters.
  • Good Life Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $7.8M in Q4 2022.
  • 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 Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.