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

WT Wealth 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
2022 Q2	–	Sell	-66,572	Closed	-$3.26M	–	112
2022 Q1	$3.26M	Sell	66,572 -10,211	-13%	-$506K	1.25%	24
2021 Q4	$3.84M	Sell	76,783 -3,012	-4%	-$151K	1.41%	20
2021 Q3	$4.04M	Sell	79,795 -496	-0.6%	-$25.2K	1.56%	18
2021 Q2	$4.09M	Buy	80,291 +10,091	+14%	+$515K	1.66%	14
2021 Q1	$3.58M	Buy	70,200 +29,989	+75%	+$1.54M	1.66%	13
2020 Q4	$2.07M	Buy	40,211 +19,033	+90%	+$982K	1.13%	26
2020 Q3	$1.09M	Buy	21,178 +11,403	+117%	+$590K	0.72%	38
2020 Q2	$505K	Buy	9,775 +3,555	+57%	+$184K	0.41%	57
2020 Q1	$317K	Buy	6,220 +975	+19%	+$50.6K	0.33%	55
2019 Q4	$271K	Buy	+5,245	New	+$272K	0.21%	77

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WT Wealth Management's LMBS Position: Q2 2022 in Review

WT Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2022, closing a stake of 66,572 shares — an estimated $3.26M sold.

WT Wealth Management first reported a position in LMBS in Q4 2019 and held it in 10 quarters. The position peaked at $4.09M in Q2 2021. 383 funds tracked by Wall St. Rank hold LMBS as of Q2 2022.

WT Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2022 after selling out during the quarter.
WT Wealth Management sold 66,572 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2022, an estimated $3.26M.
WT Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and held it in 10 quarters.
WT Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.09M in Q2 2021.
383 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2022.

Based on WT Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.