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

Urban 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 Q2	$78K	Buy	+1,622	New	+$78.8K	0.26%	72

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

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

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

Urban Wealth Management's LMBS Position: Q2 2022 in Review

Urban Wealth Management opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2022: 1,622 shares worth $78K. The stake represents 0.26% of the portfolio and ranks #72 among its holdings.

383 funds tracked by Wall St. Rank hold LMBS as of Q2 2022.

Urban Wealth Management held 1,622 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $78K as of Q2 2022.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Urban Wealth Management position in Q2 2022.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.26% of Urban Wealth Management's portfolio in Q2 2022, its #72 holding.
383 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.