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

Wealthstreet Investment 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
2021 Q2	–	Sell	-14,400	Closed	-$735K	–	227
2021 Q1	$735K	Hold	14,400	–	–	0.07%	208
2020 Q4	$741K	Hold	14,400	–	–	0.07%	195
2020 Q3	$744K	Hold	14,400	–	–	0.08%	180
2020 Q2	$744K	Buy	+14,400	New	+$744K	0.09%	170

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

RJA

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Wealthstreet Investment Advisors's LMBS Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2021, closing a stake of 14,400 shares — an estimated $735K sold.

Wealthstreet Investment Advisors first reported a position in LMBS in Q2 2020 and held it in 4 quarters. The position peaked at $744K in Q3 2020. 365 funds tracked by Wall St. Rank hold LMBS as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 14,400 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2021, an estimated $735K.
Wealthstreet Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2020 and held it in 4 quarters.
Wealthstreet Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $744K in Q3 2020.
365 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.