S.C. Financial Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

S.C. Financial Services’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 Q4	$483K	Buy	10,191 +2,141	+27%	+$101K	0.74%	44
2022 Q3	$381K	Sell	8,050 -567	-7%	-$27.4K	0.6%	57
2022 Q2	$416K	Buy	8,617 +737	+9%	+$35.8K	0.64%	52
2022 Q1	$386K	Sell	7,880 -106	-1%	-$5.25K	0.5%	69
2021 Q4	$399K	Buy	+7,986	New	+$401K	0.46%	73

Other funds holding LMBS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJA

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

S.C. Financial Services's LMBS Position: Q4 2022 in Review

S.C. Financial Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 27% in Q4 2022, buying an estimated $101K and bringing the position to 10,191 shares worth $483K. The position accounts for 0.74% of the portfolio, ranked #44.

S.C. Financial Services first reported a position in LMBS in Q4 2021 and has held it in 5 quarters since. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2022.

S.C. Financial Services held 10,191 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $483K as of Q4 2022.
S.C. Financial Services bought 2,141 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2022, an estimated $101K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.74% of S.C. Financial Services's portfolio in Q4 2022, its #44 holding.
S.C. Financial Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 5 quarters since.
379 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.