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

Israel Englander’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	-4,342	Closed	-$205K	–	6336
2023 Q3	$205K	Buy	+4,342	New	+$206K	﹤0.01%	5108
2022 Q3	–	Sell	-4,730	Closed	-$228K	–	7318
2022 Q2	$228K	Sell	4,730 -454	-9%	-$22.1K	﹤0.01%	5563
2022 Q1	$254K	Sell	5,184 -720	-12%	-$35.7K	﹤0.01%	5690
2021 Q4	$295K	Buy	+5,904	New	+$297K	﹤0.01%	5561
2018 Q2	–	Sell	-5,187	Closed	-$266K	–	4002
2018 Q1	$266K	Buy	+5,187	New	+$267K	﹤0.01%	3259
2017 Q4	–	Sell	-4,693	Closed	-$244K	–	3954
2017 Q3	$244K	Buy	+4,693	New	+$245K	﹤0.01%	3151

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 22.96% 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

Israel Englander's LMBS Position: Q4 2023 in Review

Israel Englander sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2023, closing a stake of 4,342 shares — an estimated $205K sold.

Israel Englander first reported a position in LMBS in Q3 2017 and held it in 6 quarters. The position peaked at $295K in Q4 2021. 378 funds tracked by Wall St. Rank hold LMBS as of Q4 2023.

Israel Englander 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.
Israel Englander sold 4,342 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2023, an estimated $205K.
Israel Englander first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2017 and held it in 6 quarters.
Israel Englander's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $295K in Q4 2021.
378 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 Millennium Management's 13F filing for Q4 2023, filed 14 Feb 2024.