RDA Financial Network’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

RDA Financial Network’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	-5,265	Closed	-$252K	–	232
2023 Q1	$252K	Hold	5,265	–	–	0.12%	181
2022 Q4	$250K	Hold	5,265	–	–	0.13%	172
2022 Q3	$249K	Sell	5,265 -200	-4%	-$9.65K	0.14%	161
2022 Q2	$264K	Hold	5,465	–	–	0.13%	157
2022 Q1	$268K	Sell	5,465 -99	-2%	-$4.9K	0.11%	177
2021 Q4	$278K	Sell	5,564 -710	-11%	-$35.7K	0.11%	174
2021 Q3	$317K	Buy	6,274 +285	+5%	+$14.5K	0.14%	165
2021 Q2	$305K	Hold	5,989	–	–	0.13%	166
2021 Q1	$306K	Hold	5,989	–	–	0.13%	165
2020 Q4	$308K	Sell	5,989 -445	-7%	-$22.9K	0.14%	160
2020 Q3	$333K	Buy	6,434 +699	+12%	+$36.2K	0.15%	143
2020 Q2	$296K	Hold	5,735	–	–	0.15%	149
2020 Q1	$292K	Sell	5,735 -6,146	-52%	-$319K	0.18%	125
2019 Q4	$618K	Buy	11,881 +2,005	+20%	+$104K	0.25%	102
2019 Q3	$513K	Sell	9,876 -2,606	-21%	-$135K	0.22%	109
2019 Q2	$646K	Sell	12,482 -2,821	-18%	-$145K	0.29%	89
2019 Q1	$785K	Buy	+15,303	New	+$783K	0.37%	72

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 22.96% 1-Year Est. Return

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

RDA Financial Network's LMBS Position: Q2 2023 in Review

RDA Financial Network sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2023, closing a stake of 5,265 shares — an estimated $252K sold.

RDA Financial Network first reported a position in LMBS in Q1 2019 and held it in 17 quarters. The position peaked at $785K in Q1 2019. 378 funds tracked by Wall St. Rank hold LMBS as of Q2 2023.

RDA Financial Network 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.
RDA Financial Network sold 5,265 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2023, an estimated $252K.
RDA Financial Network first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and held it in 17 quarters.
RDA Financial Network's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $785K in Q1 2019.
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 RDA Financial Network's 13F filing for Q2 2023, filed 13 Jul 2023.