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

Nilsine 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
2024 Q4	–	Sell	-4,496	Closed	-$222K	–	373
2024 Q3	$222K	Sell	4,496 -1,439	-24%	-$70.4K	0.03%	323
2024 Q2	$285K	Sell	5,935 -280	-5%	-$13.4K	0.04%	284
2024 Q1	$300K	Sell	6,215 -121,620	-95%	-$5.86M	0.04%	282
2023 Q4	$6.18M	Sell	127,835 -17,893	-12%	-$848K	0.95%	24
2023 Q3	$6.88M	Sell	145,728 -1,185	-0.8%	-$56.4K	1.04%	20
2023 Q2	$7M	Buy	146,913 +1,332	+0.9%	+$63.8K	1.03%	17
2023 Q1	$6.97M	Buy	+145,581	New	+$6.97M	1.09%	18

Other funds holding LMBS

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nilsine Partners's LMBS Position: Q4 2024 in Review

Nilsine Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2024, closing a stake of 4,496 shares — an estimated $222K sold.

Nilsine Partners first reported a position in LMBS in Q1 2023 and held it in 7 quarters. The position peaked at $7M in Q2 2023. 416 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

Nilsine Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
Nilsine Partners sold 4,496 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $222K.
Nilsine Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2023 and held it in 7 quarters.
Nilsine Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $7M in Q2 2023.
416 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2024.

Based on Nilsine Partners's 13F filing for Q4 2024, filed 22 Jan 2025.