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

Outlook 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 Q4	–	Sell	-26,901	Closed	-$1.36M	–	218
2021 Q3	$1.36M	Sell	26,901 -586	-2%	-$29.7K	0.45%	60
2021 Q2	$1.4M	Sell	27,487 -552	-2%	-$28.2K	0.45%	61
2021 Q1	$1.43M	Sell	28,039 -1,192	-4%	-$61.2K	0.5%	53
2020 Q4	$1.5M	Sell	29,231 -671	-2%	-$34.6K	0.55%	50
2020 Q3	$1.54M	Sell	29,902 -5,432	-15%	-$281K	0.61%	42
2020 Q2	$1.83M	Sell	35,334 -1,799	-5%	-$92.9K	0.77%	34
2020 Q1	$1.89M	Buy	+37,133	New	+$1.93M	1.07%	26

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Outlook Wealth Advisors's LMBS Position: Q4 2021 in Review

Outlook Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2021, closing a stake of 26,901 shares — an estimated $1.36M sold.

Outlook Wealth Advisors first reported a position in LMBS in Q1 2020 and held it in 7 quarters. The position peaked at $1.89M in Q1 2020. 378 funds tracked by Wall St. Rank hold LMBS as of Q4 2021.

Outlook Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2021 after selling out during the quarter.
Outlook Wealth Advisors sold 26,901 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2021, an estimated $1.36M.
Outlook Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and held it in 7 quarters.
Outlook Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.89M in Q1 2020.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2021.

Based on Outlook Wealth Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.