World Equity Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

World Equity Group’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	-6,485	Closed	-$306K	–	358
2023 Q3	$306K	Buy	6,485 +720	+12%	+$34.2K	0.06%	261
2023 Q2	$275K	Buy	5,765 +3,309	+135%	+$159K	0.08%	253
2023 Q1	$258K	Buy	+2,456	New	+$118K	0.04%	414

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

World Equity Group's LMBS Position: Q4 2023 in Review

World Equity Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2023, closing a stake of 6,485 shares — an estimated $306K sold.

World Equity Group first reported a position in LMBS in Q1 2023 and held it in 3 quarters. The position peaked at $306K in Q3 2023. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2023.

World Equity Group 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.
World Equity Group sold 6,485 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2023, an estimated $306K.
World Equity Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2023 and held it in 3 quarters.
World Equity Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $306K in Q3 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 World Equity Group's 13F filing for Q4 2023, filed 22 Jul 2024.