New England Private Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

New England Private Wealth Advisors’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	-13,968	Closed	-$713K	–	105
2021 Q1	$713K	Buy	13,968 +73	+0.5%	+$3.75K	0.12%	63
2020 Q4	$715K	Buy	13,895 +75	+0.5%	+$3.87K	0.16%	57
2020 Q3	$714K	Sell	13,820 -3,767	-21%	-$195K	0.18%	56
2020 Q2	$909K	Sell	17,587 -9,122	-34%	-$471K	0.25%	50
2020 Q1	$1.36M	Buy	26,709 +17,538	+191%	+$911K	0.46%	40
2019 Q4	$475K	Buy	9,171 +53	+0.6%	+$2.75K	0.12%	57
2019 Q3	$474K	Buy	9,118 +59	+0.7%	+$3.06K	0.12%	94
2019 Q2	$468K	Buy	9,059 +61	+0.7%	+$3.14K	0.11%	95
2019 Q1	$461K	Buy	8,998 +62	+0.7%	+$3.17K	0.12%	93
2018 Q4	$456K	Buy	8,936 +62	+0.7%	+$3.16K	0.13%	88
2018 Q3	$452K	Buy	8,874 +61	+0.7%	+$3.12K	0.12%	93
2018 Q2	$451K	Buy	8,813 +60	+0.7%	+$3.07K	0.13%	89
2018 Q1	$450K	Buy	+8,753	New	+$451K	0.13%	94

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

New England Private Wealth Advisors's LMBS Position: Q2 2021 in Review

New England Private Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2021, closing a stake of 13,968 shares — an estimated $713K sold.

New England Private Wealth Advisors first reported a position in LMBS in Q1 2018 and held it in 13 quarters. The position peaked at $1.36M in Q1 2020. 365 funds tracked by Wall St. Rank hold LMBS as of Q2 2021.

New England Private Wealth Advisors 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.
New England Private Wealth Advisors sold 13,968 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2021, an estimated $713K.
New England Private Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2018 and held it in 13 quarters.
New England Private Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.36M in Q1 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 New England Private Wealth Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.