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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return