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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return