Ten Capital Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Ten Capital Wealth 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 Q2	–	Sell	-787	Closed	-$37.7K	–	387
2023 Q1	$37.7K	Sell	787 -1,521	-66%	-$72.8K	0.01%	248
2022 Q4	$109K	Hold	2,308	–	–	0.04%	128
2022 Q3	$109K	Buy	2,308 +127	+6%	+$6.13K	0.05%	117
2022 Q2	$105K	Sell	2,181 -49	-2%	-$2.38K	0.05%	116
2022 Q1	$109K	Sell	2,230 -535	-19%	-$26.5K	0.05%	110
2021 Q4	$138K	Sell	2,765 -1,354	-33%	-$68.1K	0.06%	80
2021 Q3	$208K	Sell	4,119 -109	-3%	-$5.53K	0.1%	63
2021 Q2	$215K	Sell	4,228 -1,031	-20%	-$52.7K	0.05%	128
2021 Q1	$268K	Sell	5,259 -114,845	-96%	-$5.9M	0.07%	115
2020 Q4	$6.18M	Sell	120,104 -36,500	-23%	-$1.88M	1.72%	19
2020 Q3	$8.09M	Buy	+156,604	New	+$8.1M	2.73%	8

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ten Capital Wealth Advisors's LMBS Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2023, closing a stake of 787 shares — an estimated $37.7K sold.

Ten Capital Wealth Advisors first reported a position in LMBS in Q3 2020 and held it in 11 quarters. The position peaked at $8.09M in Q3 2020. 378 funds tracked by Wall St. Rank hold LMBS as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 787 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2023, an estimated $37.7K.
Ten Capital Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2020 and held it in 11 quarters.
Ten Capital Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $8.09M in Q3 2020.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.