SFP
LMBS icon

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

Strategic Financial Partners’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 		– Sell
-4,270
Closed -$206K – 75
2023
Q4 		$206K Sell
4,270
-76
-2% -$3.6K 0.12% 68
2023
Q3 		$205K Buy
4,346
+3
+0.1% +$143 0.12% 69
2023
Q2 		$207K Buy
4,343
+3
+0.1% +$144 0.12% 68
2023
Q1 		$208K Sell
4,340
-1,281
-23% -$61.3K 0.13% 67
2022
Q4 		$267K Buy
5,621
+38
+0.7% +$1.8K 0.16% 60
2022
Q3 		$264K Buy
+5,583
New +$269K 0.17% 51
2022
Q1 		– Sell
-4,206
Closed -$210K – 71
2021
Q4 		$210K Hold
4,206
– – 0.1% 67
2021
Q3 		$213K Sell
4,206
-534
-11% -$27.1K 0.11% 66
2021
Q2 		$241K Sell
4,740
-8,240
-63% -$421K 0.13% 63
2021
Q1 		$663K Sell
12,980
-1,639
-11% -$84.2K 0.39% 34
2020
Q4 		$752K Sell
14,619
-799
-5% -$41.2K 0.49% 27
2020
Q3 		$797K Buy
15,418
+30
+0.2% +$1.55K 0.62% 25
2020
Q2 		$795K Sell
15,388
-153
-1% -$7.9K 0.66% 23
2020
Q1 		$793K Sell
15,541
-5,819
-27% -$302K 0.84% 23
2019
Q4 		$1.11M Buy
+21,360
New +$1.11M 0.91% 20

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Financial Partners's LMBS Position: Q1 2024 in Review

Strategic Financial Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2024, closing a stake of 4,270 shares — an estimated $206K sold.

Strategic Financial Partners first reported a position in LMBS in Q4 2019 and held it in 15 quarters. The position peaked at $1.11M in Q4 2019. 374 funds tracked by Wall St. Rank hold LMBS as of Q1 2024.

  • Strategic Financial Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2024 after selling out during the quarter.
  • Strategic Financial Partners sold 4,270 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2024, an estimated $206K.
  • Strategic Financial Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and held it in 15 quarters.
  • Strategic Financial Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.11M in Q4 2019.
  • 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 Strategic Financial Partners's 13F filing for Q1 2024, filed 10 Jul 2024.