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

Sweet 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
Q3 		$11.3M Sell
228,730
-709
-0.3% -$34.7K 2.45% 6
2024
Q2 		$11M Buy
229,439
+2,717
+1% +$130K 2.52% 7
2024
Q1 		$10.9M Buy
+226,722
New +$10.9M 2.53% 7

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sweet Financial Partners's LMBS Position: Q3 2024 in Review

Sweet Financial Partners reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.31% in Q3 2024, selling an estimated $34.7K and leaving 228,730 shares worth $11.3M. The position accounts for 2.45% of the portfolio, ranked #6.

Sweet Financial Partners first reported a position in LMBS in Q1 2024 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold LMBS as of Q3 2024.

  • Sweet Financial Partners held 228,730 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $11.3M as of Q3 2024.
  • Sweet Financial Partners sold 709 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2024, an estimated $34.7K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.45% of Sweet Financial Partners's portfolio in Q3 2024, its #6 holding.
  • Sweet Financial Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2024 and has held it in 3 quarters since.
  • 390 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.