RE Dickinson Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

RE Dickinson Investment Advisors’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 Q3	–	Sell	-135	Closed	-$7K	–	274
2022 Q2	$7K	Sell	135 -1,233	-90%	-$59.9K	﹤0.01%	177
2022 Q1	$67K	Buy	1,368 +451	+49%	+$22.3K	0.05%	76
2021 Q4	$46K	Buy	+917	New	+$46.1K	0.03%	93

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

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

RE Dickinson Investment Advisors's LMBS Position: Q3 2022 in Review

RE Dickinson Investment Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2022, closing a stake of 135 shares — an estimated $7K sold.

RE Dickinson Investment Advisors first reported a position in LMBS in Q4 2021 and held it in 3 quarters. The position peaked at $67K in Q1 2022. 378 funds tracked by Wall St. Rank hold LMBS as of Q3 2022.

RE Dickinson Investment Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2022 after selling out during the quarter.
RE Dickinson Investment Advisors sold 135 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2022, an estimated $7K.
RE Dickinson Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and held it in 3 quarters.
RE Dickinson Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $67K in Q1 2022.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.