Sage Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Sage Advisory 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
2024 Q1	–	Sell	-40,254	Closed	-$1.95M	–	50
2023 Q4	$1.95M	Hold	40,254	–	–	0.52%	32
2023 Q3	$1.9M	Hold	40,254	–	–	0.53%	32
2023 Q2	$1.92M	Buy	+40,254	New	+$1.93M	0.56%	27

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sage Advisory Services's LMBS Position: Q1 2024 in Review

Sage Advisory Services sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2024, closing a stake of 40,254 shares — an estimated $1.95M sold.

Sage Advisory Services first reported a position in LMBS in Q2 2023 and held it in 3 quarters. The position peaked at $1.95M in Q4 2023. 375 funds tracked by Wall St. Rank hold LMBS as of Q1 2024.

Sage Advisory Services reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2024 after selling out during the quarter.
Sage Advisory Services sold 40,254 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2024, an estimated $1.95M.
Sage Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2023 and held it in 3 quarters.
Sage Advisory Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.95M in Q4 2023.
375 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2024.

Based on Sage Advisory Services's 13F filing for Q1 2024, filed 26 Apr 2024.