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

6 Meridian’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
2021 Q4	$12.8M	Buy	256,639 +55,360	+28%	+$2.78M	0.94%	15
2021 Q3	$10.2M	Sell	201,279 -11,271	-5%	-$572K	0.8%	16
2021 Q2	$10.8M	Sell	212,550 -112,453	-35%	-$5.74M	0.86%	15
2021 Q1	$16.6M	Buy	325,003 +34,841	+12%	+$1.79M	1.42%	10
2020 Q4	$14.9M	Sell	290,162 -21,626	-7%	-$1.12M	1.42%	11
2020 Q3	$16.1M	Buy	311,788 +20,231	+7%	+$1.05M	1.68%	9
2020 Q2	$15.1M	Buy	291,557 +62,776	+27%	+$3.24M	1.6%	9
2020 Q1	$11.7M	Buy	+228,781	New	+$11.9M	1.23%	19

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

RJA

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

RJFSA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

6 Meridian's LMBS Position: Q4 2021 in Review

6 Meridian increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 28% in Q4 2021, buying an estimated $2.78M and bringing the position to 256,639 shares worth $12.8M. The position accounts for 0.94% of the portfolio, ranked #15.

6 Meridian first reported a position in LMBS in Q1 2020 and has held it in 8 quarters since. The position peaked at $16.6M in Q1 2021. 380 funds tracked by Wall St. Rank hold LMBS as of Q4 2021.

6 Meridian held 256,639 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $12.8M as of Q4 2021.
6 Meridian bought 55,360 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2021, an estimated $2.78M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.94% of 6 Meridian's portfolio in Q4 2021, its #15 holding.
6 Meridian first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and has held it in 8 quarters since.
6 Meridian's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $16.6M in Q1 2021.
380 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.