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Mission Creek Capital Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Mission Creek Capital Partners’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
2023
Q3 		– Sell
-4,289
Closed -$204K – 222
2023
Q2 		$204K Sell
4,289
-152
-3% -$7.29K 0.07% 221
2023
Q1 		$213K Sell
4,441
-234
-5% -$11.2K 0.07% 216
2022
Q4 		$222K Buy
4,675
+10
+0.2% +$473 0.08% 207
2022
Q3 		$221K Sell
4,665
-983
-17% -$47.4K 0.08% 192
2022
Q2 		$273K Buy
5,648
+6
+0.1% +$291 0.09% 192
2022
Q1 		$276K Sell
5,642
-1,038
-16% -$51.4K 0.07% 200
2021
Q4 		$334K Buy
6,680
+7
+0.1% +$352 0.07% 204
2021
Q3 		$338K Sell
6,673
-137
-2% -$6.95K 0.06% 204
2021
Q2 		$347K Sell
6,810
-118
-2% -$6.03K 0.06% 188
2021
Q1 		$354K Buy
6,928
+8
+0.1% +$411 0.05% 182
2020
Q4 		$356K Buy
6,920
+8
+0.1% +$413 0.11% 166
2020
Q3 		$357K Buy
6,912
+8
+0.1% +$414 0.14% 159
2020
Q2 		$357K Buy
6,904
+283
+4% +$14.6K 0.19% 125
2020
Q1 		$338K Buy
6,621
+8
+0.1% +$415 0.18% 114
2019
Q4 		$343K Buy
+6,613
New +$343K 0.16% 144

Other funds holding LMBS

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mission Creek Capital Partners's LMBS Position: Q3 2023 in Review

Mission Creek Capital Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2023, closing a stake of 4,289 shares — an estimated $204K sold.

Mission Creek Capital Partners first reported a position in LMBS in Q4 2019 and held it in 15 quarters. The position peaked at $357K in Q3 2020. 372 funds tracked by Wall St. Rank hold LMBS as of Q3 2023.

  • Mission Creek Capital Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • Mission Creek Capital Partners sold 4,289 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2023, an estimated $204K.
  • Mission Creek Capital Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and held it in 15 quarters.
  • Mission Creek Capital Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $357K in Q3 2020.
  • 372 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2023.

Based on Mission Creek Capital Partners's 13F filing for Q3 2023, filed 14 Nov 2023.