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

Zions Bancorporation’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 Q3	–	Sell	-4,000	Closed	-$192K	–	903
2024 Q2	$192K	Buy	+4,000	New	+$192K	0.02%	326

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Zions Bancorporation's LMBS Position: Q3 2024 in Review

Zions Bancorporation sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2024, closing a stake of 4,000 shares — an estimated $192K sold.

Zions Bancorporation first reported a position in LMBS in Q2 2024 and held it in 1 quarter. The position peaked at $192K in Q2 2024. 388 funds tracked by Wall St. Rank hold LMBS as of Q3 2024.

Zions Bancorporation reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2024 after selling out during the quarter.
Zions Bancorporation sold 4,000 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2024, an estimated $192K.
Zions Bancorporation first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and held it in 1 quarter.
Zions Bancorporation's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $192K in Q2 2024.
388 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2024.

Based on Zions Bancorporation's 13F filing for Q3 2024, filed 6 Nov 2024.