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Johnson Financial Group Inc (Wisconsin)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2024
Q4 		– Sell
-3,076
Closed -$152K – 926
2024
Q3 		$152K Buy
+3,076
New +$151K 0.01% 388

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Johnson Financial Group Inc (Wisconsin)'s LMBS Position: Q4 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2024, closing a stake of 3,076 shares — an estimated $152K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in LMBS in Q3 2024 and held it in 1 quarter. The position peaked at $152K in Q3 2024. 416 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 3,076 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $152K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2024 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $152K in Q3 2024.
  • 416 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2024, filed 14 Feb 2025.