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

Insight Advisors’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 Q2	–	Sell	-24,313	Closed	-$1.19M	–	316
2022 Q1	$1.19M	Buy	+24,313	New	+$1.2M	0.36%	76
2021 Q4	–	Sell	-10,682	Closed	-$538K	–	323
2021 Q3	$538K	Sell	10,682 -4,720	-31%	-$240K	0.16%	162
2021 Q2	$783K	Buy	15,402 +5	+0%	+$255	0.25%	107
2021 Q1	$788K	Sell	15,397 -5,453	-26%	-$280K	0.25%	112
2020 Q4	$1.07M	Buy	+20,850	New	+$1.08M	0.41%	65

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

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

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

RJFSA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $570B AUM 27.57% 1-Year Est. Return

Insight Advisors's LMBS Position: Q2 2022 in Review

Insight Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2022, closing a stake of 24,313 shares — an estimated $1.19M sold.

Insight Advisors first reported a position in LMBS in Q4 2020 and held it in 5 quarters. The position peaked at $1.19M in Q1 2022. 383 funds tracked by Wall St. Rank hold LMBS as of Q2 2022.

Insight Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2022 after selling out during the quarter.
Insight Advisors sold 24,313 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2022, an estimated $1.19M.
Insight Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 5 quarters.
Insight Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.19M in Q1 2022.
383 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2022.

Based on Insight Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.