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

JPL 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
2024 Q2	–	Sell	-18,703	Closed	-$902K	–	110
2024 Q1	$902K	Buy	18,703 +452	+2%	+$21.8K	0.5%	69
2023 Q4	$882K	Buy	+18,251	New	+$865K	0.64%	71

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JPL Wealth Management's LMBS Position: Q2 2024 in Review

JPL Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2024, closing a stake of 18,703 shares — an estimated $902K sold.

JPL Wealth Management first reported a position in LMBS in Q4 2023 and held it in 2 quarters. The position peaked at $902K in Q1 2024. 388 funds tracked by Wall St. Rank hold LMBS as of Q2 2024.

JPL Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2024 after selling out during the quarter.
JPL Wealth Management sold 18,703 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2024, an estimated $902K.
JPL Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and held it in 2 quarters.
JPL Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $902K in Q1 2024.
388 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2024.

Based on JPL Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.