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

Synovus 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
2022 Q2	–	Sell	-36,746	Closed	-$1.8M	–	863
2022 Q1	$1.8M	Sell	36,746 -74,817	-67%	-$3.71M	0.02%	348
2021 Q4	$5.57M	Sell	111,563 -16,571	-13%	-$833K	0.06%	186
2021 Q3	$6.49M	Buy	128,134 +9,820	+8%	+$498K	0.07%	155
2021 Q2	$6.03M	Buy	+118,314	New	+$6.04M	0.06%	165
2021 Q1	–	Sell	-94,819	Closed	-$4.88M	–	774
2020 Q4	$4.88M	Buy	94,819 +9,313	+11%	+$480K	0.06%	167
2020 Q3	$4.42M	Buy	85,506 +85,237	+31,687%	+$4.41M	0.06%	163
2020 Q2	$14K	Sell	269 -124,235	-100%	-$6.41M	﹤0.01%	1161
2020 Q1	$6.35M	Buy	124,504 +115,199	+1,238%	+$5.98M	0.09%	143
2019 Q4	$482K	Buy	+9,305	New	+$483K	0.01%	475
2017 Q3	–	Sell	-8,251	Closed	-$430K	–	680
2017 Q2	$430K	Buy	+8,251	New	+$431K	0.01%	440

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Synovus Financial's LMBS Position: Q2 2022 in Review

Synovus Financial sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2022, closing a stake of 36,746 shares — an estimated $1.8M sold.

Synovus Financial first reported a position in LMBS in Q2 2017 and held it in 10 quarters. The position peaked at $6.49M in Q3 2021. 383 funds tracked by Wall St. Rank hold LMBS as of Q2 2022.

Synovus Financial reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2022 after selling out during the quarter.
Synovus Financial sold 36,746 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2022, an estimated $1.8M.
Synovus Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2017 and held it in 10 quarters.
Synovus Financial's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.49M in Q3 2021.
383 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2022.

Based on Synovus Financial's 13F filing for Q2 2022, filed 10 Aug 2022.