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

SignatureFD’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	-350	Closed	-$16.9K	–	3197
2024 Q1	$16.9K	Buy	+350	New	+$16.9K	﹤0.01%	2082
2023 Q2	–	Sell	-39	Closed	-$1.87K	–	3310
2023 Q1	$1.87K	Hold	39	–	–	﹤0.01%	2824
2022 Q4	$1.85K	Hold	39	–	–	﹤0.01%	2834
2022 Q3	$2K	Sell	39 -143	-79%	-$6.9K	﹤0.01%	2800
2022 Q2	$9K	Buy	182 +146	+406%	+$7.09K	﹤0.01%	2170
2022 Q1	$2K	Sell	36 -364	-91%	-$18K	﹤0.01%	2821
2021 Q4	$20K	Buy	+400	New	+$20.1K	﹤0.01%	1787
2021 Q3	–	Sell	-10	Closed	-$1K	–	3141
2021 Q2	$1K	Sell	10 -176	-95%	-$8.99K	﹤0.01%	2761
2021 Q1	$9K	Sell	186 -123	-40%	-$6.32K	﹤0.01%	1900
2020 Q4	$16K	Sell	309 -41	-12%	-$2.11K	﹤0.01%	1529
2020 Q3	$18K	Buy	350 +7	+2%	+$362	﹤0.01%	1427
2020 Q2	$18K	Buy	343 +138	+67%	+$7.13K	﹤0.01%	1371
2020 Q1	$10K	Buy	+205	New	+$10.6K	﹤0.01%	1478
2019 Q3	–	Sell	-214	Closed	-$11K	–	2155
2019 Q2	$11K	Buy	+214	New	+$11K	﹤0.01%	1385

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 22.9% 1-Year Est. Return

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

SignatureFD's LMBS Position: Q2 2024 in Review

SignatureFD sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2024, closing a stake of 350 shares — an estimated $16.9K sold.

SignatureFD first reported a position in LMBS in Q2 2019 and held it in 14 quarters. The position peaked at $20K in Q4 2021. 388 funds tracked by Wall St. Rank hold LMBS as of Q2 2024.

SignatureFD 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.
SignatureFD sold 350 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2024, an estimated $16.9K.
SignatureFD first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2019 and held it in 14 quarters.
SignatureFD's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $20K in Q4 2021.
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 SignatureFD's 13F filing for Q2 2024, filed 29 Jul 2024.