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POM Investment Strategies’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

POM Investment Strategies’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
Q4 		– Sell
-19
Closed -$939 – 365
2024
Q3 		$939 Buy
+19
New +$930 ﹤0.01% 262

Other funds holding LMBS

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LPL Financial
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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

POM Investment Strategies's LMBS Position: Q4 2024 in Review

POM Investment Strategies sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2024, closing a stake of 19 shares — an estimated $939 sold.

POM Investment Strategies first reported a position in LMBS in Q3 2024 and held it in 1 quarter. The position peaked at $939 in Q3 2024. 413 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

  • POM Investment Strategies reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • POM Investment Strategies sold 19 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $939.
  • POM Investment Strategies first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2024 and held it in 1 quarter.
  • POM Investment Strategies's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $939 in Q3 2024.
  • 413 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2024.

Based on POM Investment Strategies's 13F filing for Q4 2024, filed 29 Jan 2025.