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Money Concepts Capital’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-5,945
Closed -$282K – 1864
2022
Q4 		$282K Sell
5,945
-5,088
-46% -$241K 0.01% 574
2022
Q3 		$522K Sell
11,033
-294
-3% -$14.2K 0.03% 290
2022
Q2 		$548K Sell
11,327
-5,225
-32% -$254K 0.05% 262
2022
Q1 		$810K Buy
16,552
+10,157
+159% +$503K 0.05% 328
2021
Q4 		$320K Buy
+6,395
New +$321K 0.03% 396
2021
Q1 		$467K Buy
9,138
+1,746
+24% +$89.7K 0.04% 326
2020
Q4 		$380K Buy
+7,392
New +$381K 0.04% 325

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return