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

Pinnacle Private Wealth’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
2022 Q2	$359K	Buy	7,443 +903	+14%	+$43.9K	0.14%	169
2022 Q1	$320K	Sell	6,540 -3,686	-36%	-$183K	0.1%	210
2021 Q4	$511K	Buy	+10,226	New	+$514K	0.16%	145

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

RJFSA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

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

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

Pinnacle Private Wealth's LMBS Position: Q2 2022 in Review

Pinnacle Private Wealth increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 14% in Q2 2022, buying an estimated $43.9K and bringing the position to 7,443 shares worth $359K. The position accounts for 0.14% of the portfolio, ranked #169.

Pinnacle Private Wealth first reported a position in LMBS in Q4 2021 and has held it in 3 quarters since. The position peaked at $511K in Q4 2021. 383 funds tracked by Wall St. Rank hold LMBS as of Q2 2022.

Pinnacle Private Wealth held 7,443 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $359K as of Q2 2022.
Pinnacle Private Wealth bought 903 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2022, an estimated $43.9K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.14% of Pinnacle Private Wealth's portfolio in Q2 2022, its #169 holding.
Pinnacle Private Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $511K in Q4 2021.
383 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.