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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

First Trust Advisors

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

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