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	1.5%	14

Other funds holding LMBS

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Envestnet Asset Management

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

First Trust Advisors

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return