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

Intrua Financial’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
2023 Q4	–	Sell	-4,525	Closed	-$214K	–	409
2023 Q3	$214K	Sell	4,525 -180	-4%	-$8.56K	0.04%	330
2023 Q2	$224K	Buy	4,705 +3	+0.1%	+$144	0.04%	328
2023 Q1	$226K	Sell	4,702 -205	-4%	-$9.81K	0.05%	298
2022 Q4	$236K	Sell	4,907 -72	-1%	-$3.4K	0.05%	290
2022 Q3	$236K	Sell	4,979 -554	-10%	-$26.7K	0.06%	268
2022 Q2	$267K	Sell	5,533 -1,496	-21%	-$72.7K	0.06%	303
2022 Q1	$344K	Sell	7,029 -1,168	-14%	-$57.8K	0.06%	279
2021 Q4	$410K	Sell	8,197 -2,365	-22%	-$119K	0.07%	247
2021 Q3	$532K	Sell	10,562 -1,168	-10%	-$59.3K	0.1%	198
2021 Q2	$595K	Sell	11,730 -865	-7%	-$44.2K	0.14%	143
2021 Q1	$644K	Buy	12,595 +1,099	+10%	+$56.5K	0.16%	134
2020 Q4	$592K	Buy	11,496 +276	+2%	+$14.2K	0.26%	75
2020 Q3	$579K	Sell	11,220 -2,724	-20%	-$141K	0.28%	75
2020 Q2	$722K	Buy	+13,944	New	+$720K	0.28%	81

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Intrua Financial's LMBS Position: Q4 2023 in Review

Intrua Financial sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2023, closing a stake of 4,525 shares — an estimated $214K sold.

Intrua Financial first reported a position in LMBS in Q2 2020 and held it in 14 quarters. The position peaked at $722K in Q2 2020. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2023.

Intrua Financial reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2023 after selling out during the quarter.
Intrua Financial sold 4,525 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2023, an estimated $214K.
Intrua Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2020 and held it in 14 quarters.
Intrua Financial's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $722K in Q2 2020.
379 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2023.

Based on Intrua Financial's 13F filing for Q4 2023, filed 28 May 2025.