Sargent Bickham Lagudis’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Sargent Bickham Lagudis’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	$27.6K	Hold	583	–	–	﹤0.01%	548
2022 Q3	$27K	Sell	583 -262	-31%	-$12.6K	﹤0.01%	524
2022 Q2	$41K	Sell	845 -474	-36%	-$23K	﹤0.01%	459
2022 Q1	$65K	Sell	1,319 -473	-26%	-$23.4K	0.01%	401
2021 Q4	$90K	Sell	1,792 -3,953	-69%	-$199K	0.01%	349
2021 Q3	$291K	Hold	5,745	–	–	0.02%	212
2021 Q2	$292K	Sell	5,745 -3,864	-40%	-$197K	0.02%	217
2021 Q1	$491K	Sell	9,609 -324	-3%	-$16.6K	0.04%	161
2020 Q4	$511K	Sell	9,933 -11,248	-53%	-$580K	0.05%	158
2020 Q3	$1.09M	Sell	21,181 -9,584	-31%	-$496K	0.11%	108
2020 Q2	$1.59M	Sell	30,765 -9,562	-24%	-$494K	0.17%	97
2020 Q1	$2.06M	Sell	40,327 -25,082	-38%	-$1.3M	0.26%	82
2019 Q4	$3.39M	Buy	65,409 +30,974	+90%	+$1.61M	0.38%	62
2019 Q3	$1.79M	Sell	34,435 -451,132	-93%	-$23.4M	0.22%	87
2019 Q2	$25.1M	Buy	485,567 +14,860	+3%	+$764K	2.98%	7
2019 Q1	$24.1M	Buy	470,707 +43,745	+10%	+$2.24M	2.79%	8
2018 Q4	$21.8M	Buy	+426,962	New	+$21.7M	2.82%	8

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

RJA

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

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

Sargent Bickham Lagudis's LMBS Position: Q4 2022 in Review

Sargent Bickham Lagudis held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q4 2022 at 583 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Sargent Bickham Lagudis first reported a position in LMBS in Q4 2018 and has held it in 17 quarters since. The position peaked at $25.1M in Q2 2019. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2022.

Sargent Bickham Lagudis held 583 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $27.6K as of Q4 2022.
Sargent Bickham Lagudis left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q4 2022.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #548 holding.
Sargent Bickham Lagudis first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 17 quarters since.
Sargent Bickham Lagudis's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $25.1M in Q2 2019.
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 Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.