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WR Wealth Planners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

WR Wealth Planners’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 		$3.89M Sell
79,913
-13
-0% -$635 1.25% 15
2024
Q3 		$3.95M Buy
79,926
+4,469
+6% +$219K 1.1% 17
2024
Q2 		$3.63M Buy
75,457
+2,878
+4% +$138K 1.11% 19
2024
Q1 		$3.5M Buy
72,579
+2,353
+3% +$113K 1.09% 19
2023
Q4 		$3.39M Sell
70,226
-494
-0.7% -$23.4K 1.26% 17
2023
Q3 		$3.34M Sell
70,720
-2,927
-4% -$139K 1.27% 19
2023
Q2 		$3.51M Buy
73,647
+2,017
+3% +$96.7K 1.36% 16
2023
Q1 		$3.43M Sell
71,630
-44,685
-38% -$2.14M 1.48% 15
2022
Q4 		$5.51M Sell
116,315
-8,197
-7% -$387K 3.4% 8
2022
Q3 		$5.9M Sell
124,512
-1,265
-1% -$61K 4.15% 5
2022
Q2 		$6.08M Buy
125,777
+10,237
+9% +$497K 4% 7
2022
Q1 		$5.66M Buy
+115,540
New +$5.72M 3.37% 8

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WR Wealth Planners's LMBS Position: Q4 2024 in Review

WR Wealth Planners reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.02% in Q4 2024, selling an estimated $635 and leaving 79,913 shares worth $3.89M. The position accounts for 1.25% of the portfolio, ranked #15.

WR Wealth Planners first reported a position in LMBS in Q1 2022 and has held it in 12 quarters since. The position peaked at $6.08M in Q2 2022. 414 funds tracked by Wall St. Rank hold LMBS as of Q4 2024.

  • WR Wealth Planners held 79,913 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.89M as of Q4 2024.
  • WR Wealth Planners sold 13 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2024, an estimated $635.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.25% of WR Wealth Planners's portfolio in Q4 2024, its #15 holding.
  • WR Wealth Planners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.08M in Q2 2022.
  • 414 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 WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.