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

Reilly Financial 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
2021 Q4	$8K	Hold	163	–	–	﹤0.01%	758
2021 Q3	$8K	Hold	163	–	–	﹤0.01%	691
2021 Q2	$8K	Hold	163	–	–	﹤0.01%	732
2021 Q1	$8K	Buy	+163	New	+$8.37K	﹤0.01%	735

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Reilly Financial Advisors's LMBS Position: Q4 2021 in Review

Reilly Financial Advisors held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q4 2021 at 163 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Reilly Financial Advisors first reported a position in LMBS in Q1 2021 and has held it in 4 quarters since. 380 funds tracked by Wall St. Rank hold LMBS as of Q4 2021.

Reilly Financial Advisors held 163 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $8K as of Q4 2021.
Reilly Financial Advisors left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q4 2021.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #758 holding.
Reilly Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2021 and has held it in 4 quarters since.
380 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.