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

Sanctuary Wealth Management’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 Q4	$11.6K	Hold	238	–	–	0.01%	165
2024 Q3	$11.8K	Hold	238	–	–	0.01%	170
2024 Q2	$11.4K	Hold	238	–	–	0.01%	150
2024 Q1	$11.5K	Hold	238	–	–	0.01%	146
2023 Q4	$11.5K	Hold	238	–	–	0.01%	142
2023 Q3	$11.2K	Hold	238	–	–	0.01%	125
2023 Q2	$11.3K	Buy	+238	New	+$11.4K	0.01%	133

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Sanctuary Wealth Management's LMBS Position: Q4 2024 in Review

Sanctuary Wealth Management held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q4 2024 at 238 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #165.

Sanctuary Wealth Management first reported a position in LMBS in Q2 2023 and has held it in 7 quarters since. The position peaked at $11.8K in Q3 2024. 413 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

Sanctuary Wealth Management held 238 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $11.6K as of Q4 2024.
Sanctuary Wealth Management left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q4 2024.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #165 holding.
Sanctuary Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2023 and has held it in 7 quarters since.
Sanctuary Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $11.8K in Q3 2024.
413 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.