W.H. Cornerstone Investments’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

W.H. Cornerstone Investments’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	-4,749	Closed	-$224K	–	134
2023 Q3	$224K	Buy	+4,749	New	+$226K	0.2%	116
2022 Q4	–	Sell	-6,650	Closed	-$314K	–	135
2022 Q3	$314K	Buy	+6,650	New	+$321K	0.33%	80

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

W.H. Cornerstone Investments's LMBS Position: Q4 2023 in Review

W.H. Cornerstone Investments sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2023, closing a stake of 4,749 shares — an estimated $224K sold.

W.H. Cornerstone Investments first reported a position in LMBS in Q3 2022 and held it in 2 quarters. The position peaked at $314K in Q3 2022. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2023.

W.H. Cornerstone Investments 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.
W.H. Cornerstone Investments sold 4,749 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2023, an estimated $224K.
W.H. Cornerstone Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2022 and held it in 2 quarters.
W.H. Cornerstone Investments's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $314K in Q3 2022.
379 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 W.H. Cornerstone Investments's 13F filing for Q4 2023, filed 6 Feb 2024.