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Moors & Cabot’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Moors & Cabot’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
-15,452
Closed -$733K – 911
2022
Q4 		$733K Sell
15,452
-420
-3% -$19.9K 0.05% 329
2022
Q3 		$752K Sell
15,872
-3,972
-20% -$192K 0.06% 302
2022
Q2 		$958K Buy
19,844
+1,188
+6% +$57.7K 0.07% 278
2022
Q1 		$913K Buy
18,656
+4,073
+28% +$202K 0.06% 313
2021
Q4 		$729K Buy
14,583
+9,708
+199% +$488K 0.04% 365
2021
Q3 		$246K Buy
4,875
+510
+12% +$25.9K 0.02% 675
2021
Q2 		$222K Buy
+4,365
New +$223K 0.02% 696

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UBS Group
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M1FG
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RJFSA
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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