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

Hedeker Wealth’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
2023 Q4	–	Sell	-14,584	Closed	-$689K	–	89
2023 Q3	$689K	Sell	14,584 -617	-4%	-$29.3K	0.24%	76
2023 Q2	$725K	Sell	15,201 -56,085	-79%	-$2.69M	0.24%	84
2023 Q1	$3.41M	Sell	71,286 -330	-0.5%	-$15.8K	1.21%	34
2022 Q4	$3.4M	Sell	71,616 -11,688	-14%	-$552K	1.27%	31
2022 Q3	$3.94M	Sell	83,304 -17,315	-17%	-$835K	1.54%	26
2022 Q2	$4.88M	Sell	100,619 -40,669	-29%	-$1.98M	1.68%	16
2022 Q1	$6.92M	Buy	+141,288	New	+$7M	2.1%	10

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return