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

Sheets Smith 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 Q2	–	Sell	-4,700	Closed	-$227K	–	392
2024 Q1	$227K	Hold	4,700	–	–	0.03%	353
2023 Q4	$227K	Sell	4,700 -2,000	-30%	-$94.8K	0.03%	318
2023 Q3	$317K	Hold	6,700	–	–	0.05%	268
2023 Q2	$319K	Buy	6,700 +1,000	+18%	+$47.9K	0.05%	270
2023 Q1	$273K	Buy	5,700 +1,000	+21%	+$47.9K	0.04%	273
2022 Q4	$223K	Hold	4,700	–	–	0.03%	279
2022 Q3	$223K	Hold	4,700	–	–	0.04%	278
2022 Q2	$227K	Hold	4,700	–	–	0.04%	274
2022 Q1	$230K	Buy	+4,700	New	+$233K	0.03%	319

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sheets Smith Wealth Management's LMBS Position: Q2 2024 in Review

Sheets Smith Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2024, closing a stake of 4,700 shares — an estimated $227K sold.

Sheets Smith Wealth Management first reported a position in LMBS in Q1 2022 and held it in 9 quarters. The position peaked at $319K in Q2 2023. 388 funds tracked by Wall St. Rank hold LMBS as of Q2 2024.

Sheets Smith Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2024 after selling out during the quarter.
Sheets Smith Wealth Management sold 4,700 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2024, an estimated $227K.
Sheets Smith Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and held it in 9 quarters.
Sheets Smith Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $319K in Q2 2023.
388 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.