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

Sterling Manor Financial’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	-98,745	Closed	-$4.73M	–	49
2023 Q1	$4.73M	Buy	+98,745	New	+$4.73M	4.59%	9
2021 Q2	–	Sell	-9,869	Closed	-$504K	–	96
2021 Q1	$504K	Sell	9,869 -3,763	-28%	-$193K	0.45%	37
2020 Q4	$702K	Buy	+13,632	New	+$703K	0.65%	30

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

Sterling Manor Financial's LMBS Position: Q2 2023 in Review

Sterling Manor Financial sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2023, closing a stake of 98,745 shares — an estimated $4.73M sold.

Sterling Manor Financial first reported a position in LMBS in Q4 2020 and held it in 3 quarters. The position peaked at $4.73M in Q1 2023. 378 funds tracked by Wall St. Rank hold LMBS as of Q2 2023.

Sterling Manor Financial 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.
Sterling Manor Financial sold 98,745 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2023, an estimated $4.73M.
Sterling Manor Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 3 quarters.
Sterling Manor Financial's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.73M in Q1 2023.
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 Sterling Manor Financial's 13F filing for Q2 2023, filed 21 Jul 2023.