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

Peterson Financial 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
2024
Q3 		$16.9K Buy
+343
New +$16.8K 0.07% 164

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Peterson Financial Group's LMBS Position: Q3 2024 in Review

Peterson Financial Group opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2024: 343 shares worth $16.9K. The stake represents 0.07% of the portfolio and ranks #164 among its holdings.

389 funds tracked by Wall St. Rank hold LMBS as of Q3 2024.

  • Peterson Financial Group held 343 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $16.9K as of Q3 2024.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Peterson Financial Group position in Q3 2024.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of Peterson Financial Group's portfolio in Q3 2024, its #164 holding.
  • 389 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.