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

CEDRUS’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	$2.4M	Buy	48,529 +24,207	+100%	+$1.18M	0.89%	28
2024 Q2	$1.17M	Sell	24,322 -1,045	-4%	-$50.2K	0.58%	31
2024 Q1	$1.22M	Sell	25,367 -12	-0%	-$579	0.67%	29
2023 Q4	$1.23M	Sell	25,379 -1,599	-6%	-$75.8K	0.76%	27
2023 Q3	$1.27M	Sell	26,978 -299	-1%	-$14.2K	0.91%	28
2023 Q2	$1.3M	Buy	27,277 +4,400	+19%	+$211K	0.92%	25
2023 Q1	$1.1M	Buy	+22,877	New	+$1.1M	0.77%	28
2022 Q2	–	Sell	-31,557	Closed	-$1.54M	–	155
2022 Q1	$1.54M	Buy	31,557 +10,902	+53%	+$540K	1.39%	19
2021 Q4	$1.03M	Buy	+20,655	New	+$1.04M	1%	24

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

CEDRUS's LMBS Position: Q3 2024 in Review

CEDRUS increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 100% in Q3 2024, buying an estimated $1.18M and bringing the position to 48,529 shares worth $2.4M. The position accounts for 0.89% of the portfolio, ranked #28.

CEDRUS first reported a position in LMBS in Q4 2021 and has held it in 9 quarters since. 388 funds tracked by Wall St. Rank hold LMBS as of Q3 2024.

CEDRUS held 48,529 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.4M as of Q3 2024.
CEDRUS bought 24,207 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2024, an estimated $1.18M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.89% of CEDRUS's portfolio in Q3 2024, its #28 holding.
CEDRUS first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 9 quarters since.
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 CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.