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

Redwood Wealth Management 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
2024 Q3	–	Sell	-2,141	Closed	-$103K	–	683
2024 Q2	$103K	Buy	+2,141	New	+$103K	0.08%	188

Other funds holding LMBS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Redwood Wealth Management Group's LMBS Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2024, closing a stake of 2,141 shares — an estimated $103K sold.

Redwood Wealth Management Group first reported a position in LMBS in Q2 2024 and held it in 1 quarter. The position peaked at $103K in Q2 2024. 387 funds tracked by Wall St. Rank hold LMBS as of Q3 2024.

Redwood Wealth Management Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 2,141 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2024, an estimated $103K.
Redwood Wealth Management Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and held it in 1 quarter.
Redwood Wealth Management Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $103K in Q2 2024.
387 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.