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

Horan Securities’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 Q3	–	Sell	-23	Closed	-$1.1K	–	410
2023 Q2	$1.1K	Hold	23	–	–	﹤0.01%	620
2023 Q1	$1.1K	Hold	23	–	–	﹤0.01%	618
2022 Q4	$1.09K	Hold	23	–	–	﹤0.01%	624
2022 Q3	$1K	Buy	+23	New	+$1.11K	﹤0.01%	549
2019 Q4	–	Sell	-414	Closed	-$22K	–	144
2019 Q3	$22K	Buy	+414	New	+$21.5K	0.02%	114

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

RJFSA

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Horan Securities's LMBS Position: Q3 2023 in Review

Horan Securities sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2023, closing a stake of 23 shares — an estimated $1.1K sold.

Horan Securities first reported a position in LMBS in Q3 2019 and held it in 5 quarters. The position peaked at $22K in Q3 2019. 372 funds tracked by Wall St. Rank hold LMBS as of Q3 2023.

Horan Securities reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 23 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2023, an estimated $1.1K.
Horan Securities first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2019 and held it in 5 quarters.
Horan Securities's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $22K in Q3 2019.
372 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.