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 $1.89T 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

RJFSA

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

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

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

JAWM

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

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

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

Private Portfolio Partners's LMBS Position: Q2 2023 in Review

Private Portfolio Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2023, closing a stake of 4,429 shares — an estimated $212K sold.

Private Portfolio Partners first reported a position in LMBS in Q2 2021 and held it in 8 quarters. The position peaked at $775K in Q4 2021. 378 funds tracked by Wall St. Rank hold LMBS as of Q2 2023.

Private Portfolio Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2023 after selling out during the quarter.
Private Portfolio Partners sold 4,429 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2023, an estimated $212K.
Private Portfolio Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2021 and held it in 8 quarters.
Private Portfolio Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $775K in Q4 2021.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2023.

Based on Private Portfolio Partners's 13F filing for Q2 2023, filed 14 Aug 2023.