M&R Capital Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

M&R Capital Management’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 Q1	–	Sell	-215	Closed	-$10.4K	–	598
2023 Q4	$10.4K	Buy	215 +2	+0.9%	+$95	﹤0.01%	393
2023 Q3	$10K	Buy	213 +3	+1%	+$143	﹤0.01%	376
2023 Q2	$10K	Buy	210 +2	+1%	+$96	﹤0.01%	388
2023 Q1	$10K	Buy	208 +1	+0.5%	+$48	﹤0.01%	372
2022 Q4	$9.82K	Sell	207 -298	-59%	-$14.1K	﹤0.01%	354
2022 Q3	$23K	Buy	505 +3	+0.6%	+$145	0.01%	268
2022 Q2	$24K	Buy	502 +2	+0.4%	+$97	0.01%	271
2022 Q1	$24K	Buy	+500	New	+$24.8K	0.01%	284

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&R Capital Management's LMBS Position: Q1 2024 in Review

M&R Capital Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2024, closing a stake of 215 shares — an estimated $10.4K sold.

M&R Capital Management first reported a position in LMBS in Q1 2022 and held it in 8 quarters. The position peaked at $24K in Q2 2022. 375 funds tracked by Wall St. Rank hold LMBS as of Q1 2024.

M&R Capital Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 215 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2024, an estimated $10.4K.
M&R Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and held it in 8 quarters.
M&R Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $24K in Q2 2022.
375 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.