Hightower 6M Holding’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Hightower 6M Holding’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 Q3	$9.24M	Sell	195,228 -11,909	-6%	-$575K	0.83%	15
2022 Q2	$10M	Sell	207,137 -19,696	-9%	-$957K	0.84%	15
2022 Q1	$11.1M	Buy	+226,833	New	+$11.2M	0.85%	15

Other funds holding LMBS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hightower 6M Holding's LMBS Position: Q3 2022 in Review

Hightower 6M Holding reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.7% in Q3 2022, selling an estimated $575K and leaving 195,228 shares worth $9.24M. The position accounts for 0.83% of the portfolio, ranked #15.

Hightower 6M Holding first reported a position in LMBS in Q1 2022 and has held it in 3 quarters since. The position peaked at $11.1M in Q1 2022. 379 funds tracked by Wall St. Rank hold LMBS as of Q3 2022.

Hightower 6M Holding held 195,228 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $9.24M as of Q3 2022.
Hightower 6M Holding sold 11,909 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2022, an estimated $575K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.83% of Hightower 6M Holding's portfolio in Q3 2022, its #15 holding.
Hightower 6M Holding first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and has held it in 3 quarters since.
Hightower 6M Holding's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $11.1M in Q1 2022.
379 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.