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

LVZ Inc’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
2021 Q1	–	Sell	-11,914	Closed	-$613K	–	119
2020 Q4	$613K	Hold	11,914	–	–	0.1%	48
2020 Q3	$616K	Buy	+11,914	New	+$616K	0.13%	42
2019 Q1	–	Sell	-6,547	Closed	-$334K	–	88
2018 Q4	$334K	Buy	6,547 +417	+7%	+$21.2K	0.1%	53
2018 Q3	$312K	Sell	6,130 -944	-13%	-$48.3K	0.08%	59
2018 Q2	$362K	Buy	7,074 +875	+14%	+$44.8K	0.09%	53
2018 Q1	$318K	Buy	6,199 +859	+16%	+$44.2K	0.09%	48
2017 Q4	$276K	Hold	5,340	–	–	0.08%	58
2017 Q3	$278K	Hold	5,340	–	–	0.09%	52
2017 Q2	$278K	Hold	5,340	–	–	2.5%	23
2017 Q1	$278K	Buy	+5,340	New	+$279K	2.62%	23
2016 Q4	–	Sell	-4,664	Closed	-$244K	–	38
2016 Q3	$244K	Buy	+4,664	New	+$243K	2.38%	22

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

RJA

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

LVZ Inc's LMBS Position: Q1 2021 in Review

LVZ Inc sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2021, closing a stake of 11,914 shares — an estimated $613K sold.

LVZ Inc first reported a position in LMBS in Q3 2016 and held it in 11 quarters. The position peaked at $616K in Q3 2020. 354 funds tracked by Wall St. Rank hold LMBS as of Q1 2021.

LVZ Inc reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2021 after selling out during the quarter.
LVZ Inc sold 11,914 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2021, an estimated $613K.
LVZ Inc first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2016 and held it in 11 quarters.
LVZ Inc's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $616K in Q3 2020.
354 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2021.

Based on LVZ Inc's 13F filing for Q1 2021, filed 8 Apr 2021.