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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return