True Link Financial Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

True Link Financial Advisors’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 Q4	–	Sell	-83,335	Closed	-$3.94M	–	90
2023 Q3	$3.94M	Buy	83,335 +683	+0.8%	+$32.5K	0.47%	17
2023 Q2	$3.94M	Hold	82,652	–	–	0.48%	18
2023 Q1	$3.96M	Hold	82,652	–	–	0.5%	21
2022 Q4	$3.92M	Buy	82,652 +3,750	+5%	+$177K	0.53%	20
2022 Q3	$3.74M	Buy	78,902 +22,973	+41%	+$1.11M	0.54%	19
2022 Q2	$2.7M	Hold	55,929	–	–	0.41%	25
2022 Q1	$2.74M	Sell	55,929 -44,363	-44%	-$2.2M	0.4%	21
2021 Q4	$5.01M	Sell	100,292 -74	-0.1%	-$3.72K	0.67%	16
2021 Q3	$5.08M	Buy	100,366 +10,500	+12%	+$533K	0.7%	16
2021 Q2	$4.57M	Buy	89,866 +3,000	+3%	+$153K	0.67%	18
2021 Q1	$4.43M	Buy	86,866 +5,000	+6%	+$257K	0.64%	21
2020 Q4	$4.21M	Buy	+81,866	New	+$4.22M	0.66%	23

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

True Link Financial Advisors's LMBS Position: Q4 2023 in Review

True Link Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2023, closing a stake of 83,335 shares — an estimated $3.94M sold.

True Link Financial Advisors first reported a position in LMBS in Q4 2020 and held it in 12 quarters. The position peaked at $5.08M in Q3 2021. 377 funds tracked by Wall St. Rank hold LMBS as of Q4 2023.

True Link Financial Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 83,335 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2023, an estimated $3.94M.
True Link Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 12 quarters.
True Link Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $5.08M in Q3 2021.
377 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.