Matthew Hamilton Rosenberg’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Matthew Hamilton Rosenberg’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 Q4	–	Sell	-165	Closed	-$8K	–	729
2021 Q3	$8K	Hold	165	–	–	﹤0.01%	600
2021 Q2	$8K	Hold	165	–	–	﹤0.01%	530
2021 Q1	$8K	Hold	165	–	–	﹤0.01%	509
2020 Q4	$8K	Buy	165 +139	+535%	+$7.17K	0.01%	487
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	522
2020 Q2	$1K	Buy	+26	New	+$1.34K	﹤0.01%	540

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

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

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

RJA

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

RJFSA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Matthew Hamilton Rosenberg's LMBS Position: Q4 2021 in Review

Matthew Hamilton Rosenberg sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2021, closing a stake of 165 shares — an estimated $8K sold.

Matthew Hamilton Rosenberg first reported a position in LMBS in Q2 2020 and held it in 6 quarters. The position peaked at $8K in Q3 2021. 378 funds tracked by Wall St. Rank hold LMBS as of Q4 2021.

Matthew Hamilton Rosenberg reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2021 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 165 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2021, an estimated $8K.
Matthew Hamilton Rosenberg first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2020 and held it in 6 quarters.
Matthew Hamilton Rosenberg's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $8K in Q3 2021.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2021.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2021, filed 20 Jan 2022.