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

Imprint Wealth’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 Q1	$1.82M	Buy	37,911 +123	+0.3%	+$5.93K	0.44%	52
2023 Q4	$1.83M	Buy	37,788 +3,174	+9%	+$150K	1.47%	15
2023 Q3	$1.64M	Buy	34,614 +1,247	+4%	+$59.3K	1.38%	16
2023 Q2	$1.59M	Buy	33,367 +29,079	+678%	+$1.39M	1%	26
2023 Q1	$206K	Buy	+4,288	New	+$205K	0.14%	149

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Imprint Wealth's LMBS Position: Q1 2024 in Review

Imprint Wealth increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.33% in Q1 2024, buying an estimated $5.93K and bringing the position to 37,911 shares worth $1.82M. The position accounts for 0.44% of the portfolio, ranked #52.

Imprint Wealth first reported a position in LMBS in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.83M in Q4 2023. 375 funds tracked by Wall St. Rank hold LMBS as of Q1 2024.

Imprint Wealth held 37,911 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.82M as of Q1 2024.
Imprint Wealth bought 123 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2024, an estimated $5.93K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.44% of Imprint Wealth's portfolio in Q1 2024, its #52 holding.
Imprint Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2023 and has held it in 5 quarters since.
Imprint Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.83M in Q4 2023.
375 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.