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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B 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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return