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Wintrust Investments’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Wintrust 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
2024
Q4 		$81K Sell
1,679
-52
-3% -$2.54K 0.07% 188
2024
Q3 		$85K Sell
1,731
-14,612
-89% -$715K 0.06% 231
2024
Q2 		$785K Buy
16,343
+992
+6% +$47.6K 0.06% 225
2024
Q1 		$741K Buy
15,351
+975
+7% +$47K 0.07% 231
2023
Q4 		$695K Buy
14,376
+1,252
+10% +$59.4K 0.07% 230
2023
Q3 		$620K Sell
13,124
-36,851
-74% -$1.75M 0.06% 240
2023
Q2 		$2.38M Buy
49,975
+1,174
+2% +$56.3K 0.24% 90
2023
Q1 		$2.34M Sell
48,801
-2,280
-4% -$109K 0.3% 67
2022
Q4 		$2.42M Sell
51,081
-10,588
-17% -$500K 0.32% 65
2022
Q3 		$2.92M Buy
61,669
+464
+0.8% +$22.4K 0.37% 52
2022
Q2 		$2.96M Buy
61,205
+18,438
+43% +$896K 0.35% 50
2022
Q1 		$2.09M Sell
42,767
-17,326
-29% -$858K 0.2% 92
2021
Q4 		$3M Buy
+60,093
New +$3.02M 0.29% 58
2021
Q3 		– Sell
-140,329
Closed -$7.14M – 352
2021
Q2 		$7.14M Sell
140,329
-60,034
-30% -$3.07M 0.73% 26
2021
Q1 		$10.2M Sell
200,363
-29,480
-13% -$1.51M 1.06% 16
2020
Q4 		$11.8M Buy
229,843
+109,889
+92% +$5.67M 3.36% 5
2020
Q3 		$6.2M Buy
119,954
+7,758
+7% +$401K 0.85% 24
2020
Q2 		$5.8M Sell
112,196
-2,729
-2% -$141K 0.81% 26
2020
Q1 		$5.86M Buy
114,925
+65,613
+133% +$3.41M 0.96% 25
2019
Q4 		$2.55M Sell
49,312
-2,283
-4% -$118K 0.36% 52
2019
Q3 		$2.68M Sell
51,595
-5,738
-10% -$298K 0.4% 48
2019
Q2 		$2.96M Sell
57,333
-84,600
-60% -$4.35M 0.45% 46
2019
Q1 		$7.28M Buy
141,933
+2,970
+2% +$152K 1.18% 16
2018
Q4 		$7.09M Sell
138,963
-11,189
-7% -$570K 1.33% 14
2018
Q3 		$7.65M Buy
150,152
+14,816
+11% +$758K 1.25% 13
2018
Q2 		$6.92M Buy
135,336
+19,398
+17% +$994K 1.2% 14
2018
Q1 		$5.96M Buy
115,938
+84,829
+273% +$4.37M 1.51% 11
2017
Q4 		$1.61M Buy
31,109
+2,620
+9% +$136K 0.37% 51
2017
Q3 		$1.48M Buy
28,489
+1,523
+6% +$79.4K 0.37% 52
2017
Q2 		$1.41M Buy
26,966
+13,505
+100% +$705K 0.37% 64
2017
Q1 		$701K Buy
13,461
+7,581
+129% +$396K 0.2% 122
2016
Q4 		$307K Buy
+5,880
New +$309K 0.13% 151

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wintrust Investments's LMBS Position: Q4 2024 in Review

Wintrust Investments reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3% in Q4 2024, selling an estimated $2.54K and leaving 1,679 shares worth $81K. The position accounts for 0.07% of the portfolio, ranked #188.

Wintrust Investments first reported a position in LMBS in Q4 2016 and has held it in 32 quarters since. The position peaked at $11.8M in Q4 2020. 416 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

  • Wintrust Investments held 1,679 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $81K as of Q4 2024.
  • Wintrust Investments sold 52 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $2.54K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of Wintrust Investments's portfolio in Q4 2024, its #188 holding.
  • Wintrust Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2016 and has held it in 32 quarters since.
  • Wintrust Investments's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $11.8M in Q4 2020.
  • 416 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.