J. Arnold Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

J. Arnold Wealth Management’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 Q3	–	Sell	-1,667,786	Closed	-$79.5M	–	33
2023 Q2	$79.5M	Buy	1,667,786 +1,639,680	+5,834%	+$78.6M	33.63%	1
2023 Q1	$1.35M	Sell	28,106 -24,031	-46%	-$1.15M	0.66%	14
2022 Q4	$2.47M	Buy	52,137 +45,352	+668%	+$2.14M	1.22%	14
2022 Q3	$321K	Sell	6,785 -510	-7%	-$24.6K	0.18%	23
2022 Q2	$352K	Sell	7,295 -6,977	-49%	-$339K	0.27%	17
2022 Q1	$699K	Sell	14,272 -1,248	-8%	-$61.8K	0.38%	17
2021 Q4	$776K	Sell	15,520 -80,168	-84%	-$4.03M	0.35%	16
2021 Q3	$4.84M	Buy	95,688 +1,561	+2%	+$79.2K	2.33%	11
2021 Q2	$4.79M	Sell	94,127 -9,241	-9%	-$472K	2.33%	11
2021 Q1	$5.26M	Sell	103,368 -85,293	-45%	-$4.38M	2.91%	13
2020 Q4	$9.71M	Sell	188,661 -10,287	-5%	-$530K	5.73%	5
2020 Q3	$10.3M	Buy	198,948 +111,684	+128%	+$5.78M	7.64%	4
2020 Q2	$4.51M	Buy	87,264 +52,316	+150%	+$2.7M	3.78%	5
2020 Q1	$1.78M	Buy	+34,948	New	+$1.81M	5.2%	6

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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

J. Arnold Wealth Management's LMBS Position: Q3 2023 in Review

J. Arnold Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2023, closing a stake of 1,667,786 shares — an estimated $79.5M sold.

J. Arnold Wealth Management first reported a position in LMBS in Q1 2020 and held it in 14 quarters. The position peaked at $79.5M in Q2 2023. 371 funds tracked by Wall St. Rank hold LMBS as of Q3 2023.

J. Arnold Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 1,667,786 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2023, an estimated $79.5M.
J. Arnold Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and held it in 14 quarters.
J. Arnold Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $79.5M in Q2 2023.
371 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2023.

Based on J. Arnold Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.