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 $1.66T AUM 25.57% 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

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

Bank of America

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

First Trust Advisors

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

Royal Bank of Canada

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