Mach-1 Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Mach-1 Financial Group’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	-83,826	Closed	-$4.05M	–	150
2023 Q4	$4.05M	Buy	83,826 +6,298	+8%	+$299K	1.54%	14
2023 Q3	$3.66M	Buy	77,528 +2,460	+3%	+$117K	1.52%	13
2023 Q2	$3.58M	Buy	75,068 +35,245	+89%	+$1.69M	1.01%	20
2023 Q1	$149K	Buy	39,823 +5,865	+17%	+$281K	0.95%	25
2022 Q4	$1.61M	Buy	33,958 +30,101	+780%	+$1.42M	0.53%	34
2022 Q3	$181K	Buy	3,857 +437	+13%	+$21.1K	0.19%	43
2022 Q2	$165K	Buy	+3,420	New	+$166K	0.11%	51

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

Mach-1 Financial Group's LMBS Position: Q1 2024 in Review

Mach-1 Financial Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2024, closing a stake of 83,826 shares — an estimated $4.05M sold.

Mach-1 Financial Group first reported a position in LMBS in Q2 2022 and held it in 7 quarters. The position peaked at $4.05M in Q4 2023. 375 funds tracked by Wall St. Rank hold LMBS as of Q1 2024.

Mach-1 Financial Group 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.
Mach-1 Financial Group sold 83,826 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2024, an estimated $4.05M.
Mach-1 Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2022 and held it in 7 quarters.
Mach-1 Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.05M in Q4 2023.
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 Mach-1 Financial Group's 13F filing for Q1 2024, filed 10 May 2024.