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

Investors Financial Group’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 Q1	–	Sell	-13,491	Closed	-$674K	–	101
2021 Q4	$674K	Sell	13,491 -83	-0.6%	-$4.17K	0.31%	85
2021 Q3	$687K	Sell	13,574 -6,300	-32%	-$320K	0.36%	74
2021 Q2	$1.01M	Buy	19,874 +81	+0.4%	+$4.14K	0.54%	49
2021 Q1	$1.01M	Sell	19,793 -3,220	-14%	-$165K	0.59%	46
2020 Q4	$1.19M	Buy	23,013 +928	+4%	+$47.9K	0.78%	29
2020 Q3	$1.14M	Sell	22,085 -553	-2%	-$28.6K	0.85%	26
2020 Q2	$1.17M	Buy	+22,638	New	+$1.17M	0.96%	27
2020 Q1	–	Sell	-11,536	Closed	-$598K	–	136
2019 Q4	$598K	Buy	+11,536	New	+$599K	0.49%	61

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Investors Financial Group's LMBS Position: Q1 2022 in Review

Investors Financial Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2022, closing a stake of 13,491 shares — an estimated $674K sold.

Investors Financial Group first reported a position in LMBS in Q4 2019 and held it in 8 quarters. The position peaked at $1.19M in Q4 2020. 381 funds tracked by Wall St. Rank hold LMBS as of Q1 2022.

Investors Financial Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 13,491 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2022, an estimated $674K.
Investors Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and held it in 8 quarters.
Investors Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.19M in Q4 2020.
381 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.