M&T Bank’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

M&T Bank’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	-10,698	Closed	-$551K	–	1649
2020 Q4	$551K	Sell	10,698 -5,259	-33%	-$271K	﹤0.01%	1000
2020 Q3	$825K	Sell	15,957 -7,447	-32%	-$385K	﹤0.01%	779
2020 Q2	$1.21M	Buy	23,404 +6,470	+38%	+$334K	0.01%	633
2020 Q1	$864K	Buy	+16,934	New	+$879K	0.01%	728
2019 Q4	–	Sell	-14,608	Closed	-$759K	–	1564
2019 Q3	$759K	Buy	+14,608	New	+$758K	﹤0.01%	819
2018 Q3	–	Sell	-5,067	Closed	-$259K	–	1595
2018 Q2	$259K	Buy	5,067 +905	+22%	+$46.4K	﹤0.01%	1297
2018 Q1	$214K	Buy	+4,162	New	+$214K	﹤0.01%	1400

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RBA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

RJA

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

M&T Bank's LMBS Position: Q1 2021 in Review

M&T Bank sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2021, closing a stake of 10,698 shares — an estimated $551K sold.

M&T Bank first reported a position in LMBS in Q1 2018 and held it in 7 quarters. The position peaked at $1.21M in Q2 2020. 353 funds tracked by Wall St. Rank hold LMBS as of Q1 2021.

M&T Bank 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.
M&T Bank sold 10,698 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2021, an estimated $551K.
M&T Bank first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2018 and held it in 7 quarters.
M&T Bank's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.21M in Q2 2020.
353 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 M&T Bank's 13F filing for Q1 2021, filed 6 May 2021.