Heritage Wealth Management (Arizona)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$5.21K	Buy	110 +55	+100%	+$2.6K	﹤0.01%	876
2022 Q3	$3K	Sell	55 -16	-23%	-$772	﹤0.01%	832
2022 Q2	$3.43K	Hold	71	–	–	﹤0.01%	822
2022 Q1	$3K	Buy	+71	New	+$3.52K	﹤0.01%	861
2021 Q3	$9K	Hold	174	–	–	﹤0.01%	666
2021 Q2	$9K	Sell	174 -100	-36%	-$5.11K	﹤0.01%	672
2021 Q1	$14K	Buy	+274	New	+$14.1K	0.01%	538

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s LMBS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 100% in Q4 2022, buying an estimated $2.6K and bringing the position to 110 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Heritage Wealth Management (Arizona) first reported a position in LMBS in Q1 2021 and has held it in 7 quarters since. The position peaked at $14K in Q1 2021. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2022.

Heritage Wealth Management (Arizona) held 110 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $5.21K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 55 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2022, an estimated $2.6K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #876 holding.
Heritage Wealth Management (Arizona) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $14K in Q1 2021.
379 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.