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

Teamwork Financial Advisors’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
2023 Q1	–	Sell	-11,640	Closed	-$552K	–	201
2022 Q4	$552K	Sell	11,640 -98	-0.8%	-$4.63K	0.11%	116
2022 Q3	$556K	Buy	+11,738	New	+$566K	0.12%	106
2022 Q1	–	Sell	-11,123	Closed	-$556K	–	295
2021 Q4	$556K	Sell	11,123 -1,643	-13%	-$82.6K	0.1%	181
2021 Q3	$646K	Buy	12,766 +275	+2%	+$14K	0.13%	129
2021 Q2	$636K	Sell	12,491 -1,720	-12%	-$87.8K	0.13%	130
2021 Q1	$726K	Sell	14,211 -2,732	-16%	-$140K	0.17%	116
2020 Q4	$872K	Buy	16,943 +1,755	+12%	+$90.5K	0.21%	94
2020 Q3	$785K	Buy	15,188 +1,041	+7%	+$53.9K	0.24%	90
2020 Q2	$731K	Buy	+14,147	New	+$730K	0.26%	87

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

RJFSA

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

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

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

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

RJA

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

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

Teamwork Financial Advisors's LMBS Position: Q1 2023 in Review

Teamwork Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2023, closing a stake of 11,640 shares — an estimated $552K sold.

Teamwork Financial Advisors first reported a position in LMBS in Q2 2020 and held it in 9 quarters. The position peaked at $872K in Q4 2020. 378 funds tracked by Wall St. Rank hold LMBS as of Q1 2023.

Teamwork Financial Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 11,640 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2023, an estimated $552K.
Teamwork Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2020 and held it in 9 quarters.
Teamwork Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $872K in Q4 2020.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2023.

Based on Teamwork Financial Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.