Householder Group Estate & Retirement Specialist’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$2.3M	Buy	47,220 +12,359	+35%	+$604K	1.72%	12
2024 Q3	$1.72M	Sell	34,861 -1,949	-5%	-$95.4K	0.5%	37
2024 Q2	$1.77M	Sell	36,810 -105	-0.3%	-$5.04K	0.5%	40
2024 Q1	$1.78M	Buy	36,915 +1,199	+3%	+$57.8K	0.53%	38
2023 Q4	$1.73M	Sell	35,716 -780	-2%	-$37K	0.57%	36
2023 Q3	$1.72M	Buy	+36,496	New	+$1.74M	0.62%	32
2023 Q1	$1.55M	Buy	+32,462	New	+$1.55M	0.6%	35
2022 Q4	–	Sell	-51,558	Closed	-$2.44M	–	772
2022 Q3	$2.44M	Buy	51,558 +12,937	+33%	+$624K	1.01%	16
2022 Q2	$1.86M	Sell	38,621 -5,606	-13%	-$272K	0.83%	24
2022 Q1	$2.17M	Buy	44,227 +1,071	+2%	+$53K	0.87%	26
2021 Q4	$2.16M	Buy	+43,156	New	+$2.17M	0.8%	27

Other funds holding LMBS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Householder Group Estate & Retirement Specialist's LMBS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 35% in Q4 2024, buying an estimated $604K and bringing the position to 47,220 shares worth $2.3M. The position accounts for 1.72% of the portfolio, ranked #12.

Householder Group Estate & Retirement Specialist first reported a position in LMBS in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.44M in Q3 2022. 414 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

Householder Group Estate & Retirement Specialist held 47,220 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.3M as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 12,359 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $604K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.72% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #12 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.44M in Q3 2022.
414 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.