Cedar Brook Financial Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Cedar Brook Financial Partners’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
2023 Q1	–	Sell	-5,315	Closed	-$252K	–	400
2022 Q4	$252K	Sell	5,315 -783	-13%	-$37K	0.07%	291
2022 Q3	$289K	Buy	6,098 +21	+0.3%	+$1.01K	0.09%	249
2022 Q2	$294K	Sell	6,077 -143	-2%	-$6.95K	0.09%	239
2022 Q1	$304K	Buy	6,220 +21	+0.3%	+$1.04K	0.08%	280
2021 Q4	$310K	Sell	6,199 -2,229	-26%	-$112K	0.08%	272
2021 Q3	$426K	Sell	8,428 -3,074	-27%	-$156K	0.13%	191
2021 Q2	$585K	Sell	11,502 -2,645	-19%	-$135K	0.17%	150
2021 Q1	$722K	Sell	14,147 -11	-0.1%	-$565	0.25%	102
2020 Q4	$729K	Buy	14,158 +615	+5%	+$31.7K	0.26%	102
2020 Q3	$700K	Buy	13,543 +8,856	+189%	+$458K	0.27%	98
2020 Q2	$242K	Sell	4,687 -76	-2%	-$3.92K	0.11%	229
2020 Q1	$243K	Buy	+4,763	New	+$247K	0.13%	195

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

RJFSA

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

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

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

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

RJA

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

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

Cedar Brook Financial Partners's LMBS Position: Q1 2023 in Review

Cedar Brook Financial Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2023, closing a stake of 5,315 shares — an estimated $252K sold.

Cedar Brook Financial Partners first reported a position in LMBS in Q1 2020 and held it in 12 quarters. The position peaked at $729K in Q4 2020. 378 funds tracked by Wall St. Rank hold LMBS as of Q1 2023.

Cedar Brook Financial Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 5,315 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2023, an estimated $252K.
Cedar Brook Financial Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and held it in 12 quarters.
Cedar Brook Financial Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $729K in Q4 2020.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2023, filed 4 Apr 2023.