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

Ken Fisher’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	-8,797	Closed	-$424K	–	1027
2024 Q1	$424K	Buy	+8,797	New	+$424K	﹤0.01%	798
2023 Q4	–	Sell	-4,491	Closed	-$212K	–	1066
2023 Q3	$212K	Buy	+4,491	New	+$214K	﹤0.01%	1007

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Ken Fisher's LMBS Position: Q2 2024 in Review

Ken Fisher sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2024, closing a stake of 8,797 shares — an estimated $424K sold.

Ken Fisher first reported a position in LMBS in Q3 2023 and held it in 2 quarters. The position peaked at $424K in Q1 2024. 386 funds tracked by Wall St. Rank hold LMBS as of Q2 2024.

Ken Fisher 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.
Ken Fisher sold 8,797 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2024, an estimated $424K.
Ken Fisher first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2023 and held it in 2 quarters.
Ken Fisher's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $424K in Q1 2024.
386 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 Fisher Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.