Princeton Global Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Princeton Global Asset Management’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 Q4	–	Sell	-893	Closed	-$42K	–	567
2022 Q3	$42K	Buy	893 +3	+0.3%	+$145	0.01%	250
2022 Q2	$43K	Buy	890 +2	+0.2%	+$97	0.01%	264
2022 Q1	$43K	Buy	888 +2	+0.2%	+$99	0.01%	280
2021 Q4	$44K	Buy	886 +3	+0.3%	+$151	0.01%	264
2021 Q3	$45K	Buy	883 +2	+0.2%	+$101	0.01%	264
2021 Q2	$45K	Buy	+881	New	+$45K	0.01%	262

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Princeton Global Asset Management's LMBS Position: Q4 2022 in Review

Princeton Global Asset Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2022, closing a stake of 893 shares — an estimated $42K sold.

Princeton Global Asset Management first reported a position in LMBS in Q2 2021 and held it in 6 quarters. The position peaked at $45K in Q3 2021. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2022.

Princeton Global Asset Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2022 after selling out during the quarter.
Princeton Global Asset Management sold 893 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2022, an estimated $42K.
Princeton Global Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2021 and held it in 6 quarters.
Princeton Global Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $45K in Q3 2021.
379 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2022.

Based on Princeton Global Asset Management's 13F filing for Q4 2022, filed 6 Feb 2023.