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

Strategic 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
2022 Q3	$24K	Hold	500	–	–	0.04%	226
2022 Q2	$24K	Hold	500	–	–	0.04%	244
2022 Q1	$24K	Hold	500	–	–	0.03%	259
2021 Q4	$25K	Hold	500	–	–	0.03%	251
2021 Q3	$25K	Buy	+500	New	+$25.4K	0.04%	232

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

Strategic Asset Management's LMBS Position: Q3 2022 in Review

Strategic Asset Management held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q3 2022 at 500 shares worth $24K. The position accounts for 0.04% of the portfolio, ranked #226.

Strategic Asset Management first reported a position in LMBS in Q3 2021 and has held it in 5 quarters since. The position peaked at $25K in Q4 2021. 379 funds tracked by Wall St. Rank hold LMBS as of Q3 2022.

Strategic Asset Management held 500 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $24K as of Q3 2022.
Strategic Asset Management left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q3 2022.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of Strategic Asset Management's portfolio in Q3 2022, its #226 holding.
Strategic Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $25K in Q4 2021.
379 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.