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

True Capital 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
2023 Q1	$230K	Sell	4,800 -1,500	-24%	-$71.8K	0.16%	121
2022 Q4	$299K	Buy	+6,300	New	+$298K	0.24%	88

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

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

True Capital Management's LMBS Position: Q1 2023 in Review

True Capital Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 24% in Q1 2023, selling an estimated $71.8K and leaving 4,800 shares worth $230K. The position accounts for 0.16% of the portfolio, ranked #121.

True Capital Management first reported a position in LMBS in Q4 2022 and has held it in 2 quarters since. The position peaked at $299K in Q4 2022. 377 funds tracked by Wall St. Rank hold LMBS as of Q1 2023.

True Capital Management held 4,800 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $230K as of Q1 2023.
True Capital Management sold 1,500 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2023, an estimated $71.8K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.16% of True Capital Management's portfolio in Q1 2023, its #121 holding.
True Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 2 quarters since.
True Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $299K in Q4 2022.
377 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.