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Legacy Capital Wealth Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Legacy Capital Wealth Partners’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
2023
Q4 		– Sell
-36,226
Closed -$1.71M – 301
2023
Q3 		$1.71M Sell
36,226
-3,607
-9% -$172K 0.47% 39
2023
Q2 		$1.9M Sell
39,833
-34,498
-46% -$1.65M 1.58% 22
2023
Q1 		$3.56M Sell
74,331
-7,223
-9% -$346K 0.97% 24
2022
Q4 		$3.87M Buy
81,554
+238
+0.3% +$11.3K 1.85% 22
2022
Q3 		$3.85M Sell
81,316
-3,957
-5% -$191K 2.04% 21
2022
Q2 		$4.12M Sell
85,273
-5,490
-6% -$267K 2.07% 20
2022
Q1 		$4.44M Buy
90,763
+5,859
+7% +$290K 1.91% 23
2021
Q4 		$4.24M Buy
84,904
+3,557
+4% +$179K 1.75% 17
2021
Q3 		$4.12M Buy
81,347
+2,139
+3% +$109K 1.61% 19
2021
Q2 		$4.03M Buy
79,208
+6,677
+9% +$341K 2.17% 16
2021
Q1 		$3.7M Buy
72,531
+1,319
+2% +$67.8K 1.53% 15
2020
Q4 		$3.67M Buy
+71,212
New +$3.67M 1.57% 15

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Capital Wealth Partners's LMBS Position: Q4 2023 in Review

Legacy Capital Wealth Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2023, closing a stake of 36,226 shares — an estimated $1.71M sold.

Legacy Capital Wealth Partners first reported a position in LMBS in Q4 2020 and held it in 12 quarters. The position peaked at $4.44M in Q1 2022. 377 funds tracked by Wall St. Rank hold LMBS as of Q4 2023.

  • Legacy Capital Wealth Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 36,226 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2023, an estimated $1.71M.
  • Legacy Capital Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 12 quarters.
  • Legacy Capital Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.44M in Q1 2022.
  • 377 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.