MassMutual Private Wealth & Trust’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

MassMutual Private Wealth & Trust’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
2022 Q1	–	Sell	-157	Closed	-$8K	–	1584
2021 Q4	$8K	Buy	+157	New	+$7.89K	﹤0.01%	787

Other funds holding LMBS

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

MassMutual Private Wealth & Trust's LMBS Position: Q1 2022 in Review

MassMutual Private Wealth & Trust sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2022, closing a stake of 157 shares — an estimated $8K sold.

MassMutual Private Wealth & Trust first reported a position in LMBS in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 381 funds tracked by Wall St. Rank hold LMBS as of Q1 2022.

MassMutual Private Wealth & Trust reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2022 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 157 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2022, an estimated $8K.
MassMutual Private Wealth & Trust first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and held it in 1 quarter.
MassMutual Private Wealth & Trust's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $8K in Q4 2021.
381 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2022, filed 8 Apr 2022.