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

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

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

RJFSA

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

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

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

RJA

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

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

Howard Wealth Management's LMBS Position: Q4 2022 in Review

Howard Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2022, closing a stake of 4,700 shares — an estimated $222K sold.

Howard Wealth Management first reported a position in LMBS in Q1 2021 and held it in 6 quarters. The position peaked at $250K in Q1 2021. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2022.

Howard Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2022 after selling out during the quarter.
Howard Wealth Management sold 4,700 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2022, an estimated $222K.
Howard Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2021 and held it in 6 quarters.
Howard Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $250K in Q1 2021.
379 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2022.

Based on Howard Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.