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Prostatis Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Prostatis Group’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
Q3 		– Sell
-25,122
Closed -$25.1K – 179
2023
Q2 		$25.1K Buy
+25,122
New +$1.2M 0.01% 219

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Prostatis Group's LMBS Position: Q3 2023 in Review

Prostatis Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2023, closing a stake of 25,122 shares — an estimated $25.1K sold.

Prostatis Group first reported a position in LMBS in Q2 2023 and held it in 1 quarter. The position peaked at $25.1K in Q2 2023. 372 funds tracked by Wall St. Rank hold LMBS as of Q3 2023.

  • Prostatis Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • Prostatis Group sold 25,122 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2023, an estimated $25.1K.
  • Prostatis Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2023 and held it in 1 quarter.
  • Prostatis Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $25.1K in Q2 2023.
  • 372 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.