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

Private Portfolio Partners’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
2023 Q2	–	Sell	-4,429	Closed	-$212K	–	255
2023 Q1	$212K	Sell	4,429 -2,627	-37%	-$126K	0.06%	236
2022 Q4	$335K	Buy	7,056 +482	+7%	+$22.8K	0.09%	188
2022 Q3	$311K	Sell	6,574 -6,623	-50%	-$320K	0.09%	187
2022 Q2	$637K	Sell	13,197 -615	-4%	-$29.9K	0.18%	105
2022 Q1	$676K	Sell	13,812 -1,698	-11%	-$84.1K	0.17%	121
2021 Q4	$775K	Buy	15,510 +1,109	+8%	+$55.8K	0.2%	109
2021 Q3	$728K	Buy	14,401 +1,652	+13%	+$83.8K	0.21%	103
2021 Q2	$649K	Buy	+12,749	New	+$651K	0.19%	105

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return