Howard Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Howard Wealth Management’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	–	Sell	-4,700	Closed	-$222K	–	119
2022 Q3	$222K	Sell	4,700 -200	-4%	-$9.65K	0.16%	108
2022 Q2	$236K	Hold	4,900	–	–	0.25%	54
2022 Q1	$239K	Buy	+4,900	New	+$243K	0.13%	113
2021 Q4	–	Sell	-4,900	Closed	-$247K	–	131
2021 Q3	$247K	Hold	4,900	–	–	0.14%	111
2021 Q2	$249K	Hold	4,900	–	–	0.14%	115
2021 Q1	$250K	Buy	+4,900	New	+$252K	0.15%	111

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