Peak Planning Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Peak Planning Group’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	$222K	Sell	4,436 -4,912	-53%	-$247K	0.16%	77
2021 Q3	$473K	Buy	+9,348	New	+$474K	0.41%	50
2021 Q1	$429K	Buy	+8,400	New	+$432K	0.42%	48

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

Peak Planning Group's LMBS Position: Q4 2021 in Review

Peak Planning Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 53% in Q4 2021, selling an estimated $247K and leaving 4,436 shares worth $222K. The position accounts for 0.16% of the portfolio, ranked #77.

Peak Planning Group first reported a position in LMBS in Q1 2021 and has held it in 3 quarters since. The position peaked at $473K in Q3 2021. 378 funds tracked by Wall St. Rank hold LMBS as of Q4 2021.

Peak Planning Group held 4,436 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $222K as of Q4 2021.
Peak Planning Group sold 4,912 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2021, an estimated $247K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.16% of Peak Planning Group's portfolio in Q4 2021, its #77 holding.
Peak Planning Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2021 and has held it in 3 quarters since.
Peak Planning Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $473K in Q3 2021.
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 Peak Planning Group's 13F filing for Q4 2021, filed 26 May 2026.