Laurel Wealth Advisors (California)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$2.33M	Buy	49,043 +920	+2%	+$43.5K	0.23%	100
2022 Q3	$2.28M	Sell	48,123 -926	-2%	-$44.7K	0.24%	94
2022 Q2	$2.37M	Sell	49,049 -27,380	-36%	-$1.33M	0.24%	97
2022 Q1	$3.74M	Sell	76,429 -8,016	-9%	-$397K	0.31%	75
2021 Q4	$4.22M	Buy	84,445 +77,071	+1,045%	+$3.87M	0.33%	73
2021 Q3	$373K	Sell	7,374 -92,126	-93%	-$4.68M	0.07%	291
2021 Q2	$5.06M	Buy	99,500 +2,176	+2%	+$111K	0.66%	32
2021 Q1	$4.97M	Buy	97,324 +23,118	+31%	+$1.19M	0.75%	27
2020 Q4	$3.82M	Buy	74,206 +2,470	+3%	+$127K	0.56%	39
2020 Q3	$3.71M	Buy	71,736 +6,832	+11%	+$353K	0.61%	38
2020 Q2	$3.35M	Buy	+64,904	New	+$3.35M	0.61%	39
2020 Q1	–	Sell	-128,153	Closed	-$6.64M	–	405
2019 Q4	$6.64M	Buy	128,153 +76,206	+147%	+$3.95M	1.11%	11
2019 Q3	$2.7M	Buy	+51,947	New	+$2.7M	0.46%	54

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Laurel Wealth Advisors (California)'s LMBS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.9% in Q4 2022, buying an estimated $43.5K and bringing the position to 49,043 shares worth $2.33M. The position accounts for 0.23% of the portfolio, ranked #100.

Laurel Wealth Advisors (California) first reported a position in LMBS in Q3 2019 and has held it in 13 quarters since. The position peaked at $6.64M in Q4 2019. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2022.

Laurel Wealth Advisors (California) held 49,043 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.33M as of Q4 2022.
Laurel Wealth Advisors (California) bought 920 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2022, an estimated $43.5K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.23% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #100 holding.
Laurel Wealth Advisors (California) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2019 and has held it in 13 quarters since.
Laurel Wealth Advisors (California)'s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.64M in Q4 2019.
379 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.