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

TRUADVICE’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 Q3	$284K	Sell	6,024 -4,171	-41%	-$198K	0.11%	182
2023 Q2	$486K	Buy	10,195 +677	+7%	+$32.5K	0.18%	136
2023 Q1	$456K	Buy	+9,518	New	+$456K	0.18%	128
2021 Q3	–	Sell	-7,748	Closed	-$394K	–	218
2021 Q2	$394K	Sell	7,748 -1,660	-18%	-$84.8K	0.09%	203
2021 Q1	$481K	Sell	9,408 -8,594	-48%	-$442K	0.14%	133
2020 Q4	$928K	Sell	18,002 -1,314	-7%	-$67.8K	0.28%	87
2020 Q3	$999K	Buy	+19,316	New	+$999K	0.41%	64

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRUADVICE's LMBS Position: Q3 2023 in Review

TRUADVICE reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 41% in Q3 2023, selling an estimated $198K and leaving 6,024 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #182.

TRUADVICE first reported a position in LMBS in Q3 2020 and has held it in 7 quarters since. The position peaked at $999K in Q3 2020. 371 funds tracked by Wall St. Rank hold LMBS as of Q3 2023.

TRUADVICE held 6,024 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $284K as of Q3 2023.
TRUADVICE sold 4,171 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2023, an estimated $198K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.11% of TRUADVICE's portfolio in Q3 2023, its #182 holding.
TRUADVICE first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2020 and has held it in 7 quarters since.
TRUADVICE's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $999K in Q3 2020.
371 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.