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Kowal Investment Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Kowal Investment Group’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
Q3 		$253K Sell
5,112
-149
-3% -$7.29K 0.05% 174
2024
Q2 		$253K Buy
5,261
+57
+1% +$2.74K 0.05% 156
2024
Q1 		$251K Buy
5,204
+58
+1% +$2.8K 0.05% 152
2023
Q4 		$249K Sell
5,146
-1,188
-19% -$56.3K 0.06% 144
2023
Q3 		$299K Sell
6,334
-145
-2% -$6.9K 0.08% 112
2023
Q2 		$309K Sell
6,479
-154
-2% -$7.38K 0.08% 120
2023
Q1 		$318K Buy
6,633
+55
+0.8% +$2.63K 0.09% 109
2022
Q4 		$312K Sell
6,578
-1,375
-17% -$65K 0.09% 113
2022
Q3 		$377K Buy
7,953
+1,011
+15% +$48.8K 0.13% 86
2022
Q2 		$335K Buy
6,942
+894
+15% +$43.4K 0.11% 95
2022
Q1 		$296K Sell
6,048
-274
-4% -$13.6K 0.09% 94
2021
Q4 		$316K Sell
6,322
-146
-2% -$7.34K 0.09% 75
2021
Q3 		$327K Buy
6,468
+31
+0.5% +$1.57K 0.1% 69
2021
Q2 		$328K Buy
6,437
+34
+0.5% +$1.74K 0.12% 70
2021
Q1 		$327K Buy
6,403
+34
+0.5% +$1.75K 0.13% 63
2020
Q4 		$328K Buy
+6,369
New +$328K 0.15% 62

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kowal Investment Group's LMBS Position: Q3 2024 in Review

Kowal Investment Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.8% in Q3 2024, selling an estimated $7.29K and leaving 5,112 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #174.

Kowal Investment Group first reported a position in LMBS in Q4 2020 and has held it in 16 quarters since. The position peaked at $377K in Q3 2022. 387 funds tracked by Wall St. Rank hold LMBS as of Q3 2024.

  • Kowal Investment Group held 5,112 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $253K as of Q3 2024.
  • Kowal Investment Group sold 149 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2024, an estimated $7.29K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Kowal Investment Group's portfolio in Q3 2024, its #174 holding.
  • Kowal Investment Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $377K in Q3 2022.
  • 387 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.