Whitaker-Myers Wealth Managers’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Whitaker-Myers Wealth Managers’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	-5,102	Closed	-$241K	–	91
2023 Q3	$241K	Sell	5,102 -132	-3%	-$6.28K	0.15%	64
2023 Q2	$250K	Sell	5,234 -349	-6%	-$16.7K	0.17%	61
2023 Q1	$267K	Buy	5,583 +33	+0.6%	+$1.58K	0.21%	57
2022 Q4	$263K	Buy	+5,550	New	+$262K	0.25%	57

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

Whitaker-Myers Wealth Managers's LMBS Position: Q4 2023 in Review

Whitaker-Myers Wealth Managers sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2023, closing a stake of 5,102 shares — an estimated $241K sold.

Whitaker-Myers Wealth Managers first reported a position in LMBS in Q4 2022 and held it in 4 quarters. The position peaked at $267K in Q1 2023. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2023.

Whitaker-Myers Wealth Managers 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.
Whitaker-Myers Wealth Managers sold 5,102 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2023, an estimated $241K.
Whitaker-Myers Wealth Managers first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and held it in 4 quarters.
Whitaker-Myers Wealth Managers's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $267K in Q1 2023.
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 Whitaker-Myers Wealth Managers's 13F filing for Q4 2023, filed 12 Jan 2024.