Smith, Moore & Co’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Smith, Moore & Co’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
2023 Q2	–	Sell	-4,487	Closed	-$215K	–	407
2023 Q1	$215K	Buy	4,487 +12	+0.3%	+$574	0.03%	352
2022 Q4	$212K	Sell	4,475 -2,290	-34%	-$108K	0.03%	351
2022 Q3	$320K	Buy	6,765 +503	+8%	+$24.3K	0.05%	283
2022 Q2	$302K	Sell	6,262 -1,925	-24%	-$93.5K	0.05%	299
2022 Q1	$401K	Buy	8,187 +7	+0.1%	+$347	0.05%	274
2021 Q4	$409K	Sell	8,180 -94	-1%	-$4.72K	0.06%	270
2021 Q3	$419K	Buy	8,274 +1,152	+16%	+$58.5K	0.06%	254
2021 Q2	$363K	Buy	7,122 +2,587	+57%	+$132K	0.05%	282
2021 Q1	$232K	Buy	+4,535	New	+$233K	0.04%	331

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Smith, Moore & Co's LMBS Position: Q2 2023 in Review

Smith, Moore & Co sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2023, closing a stake of 4,487 shares — an estimated $215K sold.

Smith, Moore & Co first reported a position in LMBS in Q1 2021 and held it in 9 quarters. The position peaked at $419K in Q3 2021. 378 funds tracked by Wall St. Rank hold LMBS as of Q2 2023.

Smith, Moore & Co reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2023 after selling out during the quarter.
Smith, Moore & Co sold 4,487 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2023, an estimated $215K.
Smith, Moore & Co first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2021 and held it in 9 quarters.
Smith, Moore & Co's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $419K in Q3 2021.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2023.

Based on Smith, Moore & Co's 13F filing for Q2 2023, filed 11 Aug 2023.