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

SignalPoint Asset 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 		– Sell
-12,123
Closed -$599K – 269
2024
Q3 		$599K Sell
12,123
-8,346
-41% -$409K 0.14% 137
2024
Q2 		$984K Sell
20,469
-22,878
-53% -$1.1M 0.26% 82
2024
Q1 		$2.09M Sell
43,347
-11,944
-22% -$576K 0.57% 36
2023
Q4 		$2.67M Sell
55,291
-3,819
-6% -$181K 0.79% 29
2023
Q3 		$2.79M Sell
59,110
-11,096
-16% -$528K 0.89% 27
2023
Q2 		$3.35M Sell
70,206
-256
-0.4% -$12.3K 1.02% 15
2023
Q1 		$3.37M Buy
70,462
+12,823
+22% +$614K 1.07% 14
2022
Q4 		$2.73M Buy
57,639
+5,823
+11% +$275K 0.95% 17
2022
Q3 		$2.45M Buy
51,816
+7,243
+16% +$349K 0.94% 22
2022
Q2 		$2.15M Sell
44,573
-594
-1% -$28.9K 0.79% 31
2022
Q1 		$2.21M Buy
45,167
+2,137
+5% +$106K 0.7% 38
2021
Q4 		$2.15M Buy
43,030
+4,168
+11% +$210K 0.66% 40
2021
Q3 		$1.97M Buy
38,862
+8,283
+27% +$420K 0.63% 39
2021
Q2 		$1.56M Buy
30,579
+509
+2% +$26K 0.51% 51
2021
Q1 		$1.53M Buy
30,070
+16,657
+124% +$856K 0.54% 46
2020
Q4 		$690K Buy
13,413
+950
+8% +$49K 0.26% 90
2020
Q3 		$644K Buy
12,463
+4,112
+49% +$213K 0.27% 85
2020
Q2 		$432K Buy
8,351
+3,165
+61% +$163K 0.19% 103
2020
Q1 		$264K Buy
+5,186
New +$269K 0.14% 140

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SignalPoint Asset Management's LMBS Position: Q4 2024 in Review

SignalPoint Asset Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2024, closing a stake of 12,123 shares — an estimated $599K sold.

SignalPoint Asset Management first reported a position in LMBS in Q1 2020 and held it in 19 quarters. The position peaked at $3.37M in Q1 2023. 416 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

  • SignalPoint Asset Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • SignalPoint Asset Management sold 12,123 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $599K.
  • SignalPoint Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and held it in 19 quarters.
  • SignalPoint Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.37M in Q1 2023.
  • 416 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 SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.