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

Westover Capital 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 Q2	–	Sell	-159,355	Closed	-$7.63M	–	184
2023 Q1	$7.63M	Sell	159,355 -290	-0.2%	-$13.9K	2.83%	7
2022 Q4	$7.57M	Sell	159,645 -7,796	-5%	-$369K	2.99%	7
2022 Q3	$7.93M	Buy	167,441 +14,202	+9%	+$685K	3.03%	5
2022 Q2	$7.4M	Sell	153,239 -391	-0.3%	-$19K	2.73%	7
2022 Q1	$7.52M	Buy	+153,630	New	+$7.61M	2.35%	7

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

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

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

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Westover Capital Advisors's LMBS Position: Q2 2023 in Review

Westover Capital Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2023, closing a stake of 159,355 shares — an estimated $7.63M sold.

Westover Capital Advisors first reported a position in LMBS in Q1 2022 and held it in 5 quarters. The position peaked at $7.93M in Q3 2022. 378 funds tracked by Wall St. Rank hold LMBS as of Q2 2023.

Westover Capital Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2023 after selling out during the quarter.
Westover Capital Advisors sold 159,355 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2023, an estimated $7.63M.
Westover Capital Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and held it in 5 quarters.
Westover Capital Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $7.93M in Q3 2022.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2023.

Based on Westover Capital Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.