WWM
LMBS icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return