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

TriaGen 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 Q3	–	Sell	-38,835	Closed	-$1.88M	–	173
2022 Q2	$1.88M	Buy	38,835 +1,287	+3%	+$62.5K	1.33%	20
2022 Q1	$1.84M	Sell	37,548 -2,727	-7%	-$135K	0.95%	40
2021 Q4	$2.01M	Sell	40,275 -56	-0.1%	-$2.81K	0.99%	29
2021 Q3	$2.04M	Buy	40,331 +28	+0.1%	+$1.42K	1.11%	17
2021 Q2	$2.05M	Sell	40,303 -7,673	-16%	-$392K	1.05%	24
2021 Q1	$2.45M	Sell	47,976 -1,583	-3%	-$81.3K	1.41%	17
2020 Q4	$2.55M	Buy	+49,559	New	+$2.56M	1.49%	14

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

TriaGen Wealth Management's LMBS Position: Q3 2022 in Review

TriaGen Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2022, closing a stake of 38,835 shares — an estimated $1.88M sold.

TriaGen Wealth Management first reported a position in LMBS in Q4 2020 and held it in 7 quarters. The position peaked at $2.55M in Q4 2020. 378 funds tracked by Wall St. Rank hold LMBS as of Q3 2022.

TriaGen Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2022 after selling out during the quarter.
TriaGen Wealth Management sold 38,835 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2022, an estimated $1.88M.
TriaGen Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 7 quarters.
TriaGen Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.55M 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 Q3 2022.

Based on TriaGen Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.