MBE Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

MBE Wealth 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
2021 Q2	–	Sell	-8,854	Closed	-$452K	–	62
2021 Q1	$452K	Sell	8,854 -1,172	-12%	-$60.2K	0.25%	38
2020 Q4	$516K	Buy	10,026 +2,162	+27%	+$111K	0.35%	32
2020 Q3	$406K	Hold	7,864	–	–	0.34%	30
2020 Q2	$406K	Buy	7,864 +4,548	+137%	+$235K	0.34%	30
2020 Q1	$169K	Buy	+3,316	New	+$172K	0.16%	46

Other funds holding LMBS

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

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

RJFSA

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

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

RJA

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MBE Wealth Management's LMBS Position: Q2 2021 in Review

MBE Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2021, closing a stake of 8,854 shares — an estimated $452K sold.

MBE Wealth Management first reported a position in LMBS in Q1 2020 and held it in 5 quarters. The position peaked at $516K in Q4 2020. 365 funds tracked by Wall St. Rank hold LMBS as of Q2 2021.

MBE Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2021 after selling out during the quarter.
MBE Wealth Management sold 8,854 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2021, an estimated $452K.
MBE Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and held it in 5 quarters.
MBE Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $516K in Q4 2020.
365 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2021.

Based on MBE Wealth Management's 13F filing for Q2 2021, filed 19 Jul 2021.