Wilbanks Smith & Thomas Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Wilbanks Smith & Thomas Asset 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
2023 Q4	–	Sell	-14,102	Closed	-$666K	–	530
2023 Q3	$666K	Hold	14,102	–	–	0.02%	269
2023 Q2	$672K	Sell	14,102 -4,146	-23%	-$199K	0.02%	264
2023 Q1	$874K	Sell	18,248 -1,253	-6%	-$60K	0.03%	235
2022 Q4	$925K	Hold	19,501	–	–	0.04%	225
2022 Q3	$923K	Hold	19,501	–	–	0.04%	223
2022 Q2	$942K	Sell	19,501 -1,037	-5%	-$50.4K	0.04%	224
2022 Q1	$999K	Buy	20,538 +1,253	+6%	+$62K	0.04%	218
2021 Q4	$964K	Buy	+19,285	New	+$969K	0.03%	242

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's LMBS Position: Q4 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2023, closing a stake of 14,102 shares — an estimated $666K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in LMBS in Q4 2021 and held it in 8 quarters. The position peaked at $999K in Q1 2022. 378 funds tracked by Wall St. Rank hold LMBS as of Q4 2023.

Wilbanks Smith & Thomas Asset Management 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.
Wilbanks Smith & Thomas Asset Management sold 14,102 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2023, an estimated $666K.
Wilbanks Smith & Thomas Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and held it in 8 quarters.
Wilbanks Smith & Thomas Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $999K in Q1 2022.
378 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 Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.