Titus Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Titus Wealth Management’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
2020 Q4	–	Sell	-6,450	Closed	-$333K	–	140
2020 Q3	$333K	Sell	6,450 -1,830	-22%	-$94.7K	0.24%	78
2020 Q2	$428K	Sell	8,280 -4,000	-33%	-$207K	0.34%	58
2020 Q1	$626K	Sell	12,280 -5,000	-29%	-$260K	0.59%	37
2019 Q4	$895K	Buy	+17,280	New	+$897K	0.9%	29

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

RJFSA

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

RJA

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

Titus Wealth Management's LMBS Position: Q4 2020 in Review

Titus Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2020, closing a stake of 6,450 shares — an estimated $333K sold.

Titus Wealth Management first reported a position in LMBS in Q4 2019 and held it in 4 quarters. The position peaked at $895K in Q4 2019. 358 funds tracked by Wall St. Rank hold LMBS as of Q4 2020.

Titus Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2020 after selling out during the quarter.
Titus Wealth Management sold 6,450 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2020, an estimated $333K.
Titus Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and held it in 4 quarters.
Titus Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $895K in Q4 2019.
358 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2020.

Based on Titus Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.