Steward Partners Investment Solutions’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Steward Partners Investment Solutions’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 Q1	$417K	Sell	8,651 -2,321	-21%	-$112K	0.07%	174
2023 Q4	$530K	Buy	+10,972	New	+$520K	0.22%	86

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Steward Partners Investment Solutions's LMBS Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 21% in Q1 2024, selling an estimated $112K and leaving 8,651 shares worth $417K. The position accounts for 0.07% of the portfolio, ranked #174.

Steward Partners Investment Solutions first reported a position in LMBS in Q4 2023 and has held it in 2 quarters since. The position peaked at $530K in Q4 2023. 374 funds tracked by Wall St. Rank hold LMBS as of Q1 2024.

Steward Partners Investment Solutions held 8,651 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $417K as of Q1 2024.
Steward Partners Investment Solutions sold 2,321 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2024, an estimated $112K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #174 holding.
Steward Partners Investment Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 2 quarters since.
Steward Partners Investment Solutions's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $530K in Q4 2023.
374 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.