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

Total Clarity 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
2022 Q4	–	Sell	-27,732	Closed	-$1.31M	–	247
2022 Q3	$1.31M	Sell	27,732 -1,343	-5%	-$64.8K	0.82%	33
2022 Q2	$1.4M	Sell	29,075 -13,497	-32%	-$656K	0.73%	32
2022 Q1	$2.08M	Sell	42,572 -16	-0%	-$792	1.14%	19
2021 Q4	$2.13M	Sell	42,588 -3,503	-8%	-$176K	0.97%	22
2021 Q3	$2.33M	Buy	46,091 +2,100	+5%	+$107K	1.11%	20
2021 Q2	$2.24M	Sell	43,991 -1,282	-3%	-$65.5K	1.25%	22
2021 Q1	$2.31M	Sell	45,273 -676	-1%	-$34.7K	1.33%	17
2020 Q4	$2.37M	Buy	45,949 +2,198	+5%	+$113K	1.64%	18
2020 Q3	$2.26M	Buy	43,751 +3,909	+10%	+$202K	1.97%	13
2020 Q2	$2.06M	Buy	39,842 +891	+2%	+$46K	1.89%	13
2020 Q1	$1.99M	Buy	38,951 +5,710	+17%	+$296K	3.07%	6
2019 Q4	$1.72M	Buy	+33,241	New	+$1.73M	1.29%	18

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Total Clarity Wealth Management's LMBS Position: Q4 2022 in Review

Total Clarity Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2022, closing a stake of 27,732 shares — an estimated $1.31M sold.

Total Clarity Wealth Management first reported a position in LMBS in Q4 2019 and held it in 12 quarters. The position peaked at $2.37M in Q4 2020. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2022.

Total Clarity Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 27,732 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2022, an estimated $1.31M.
Total Clarity 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 12 quarters.
Total Clarity Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.37M in Q4 2020.
379 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2022.

Based on Total Clarity Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.