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

Clear Perspective Advisors’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	$19.6M	Sell	392,649 -33,081	-8%	-$1.66M	5.96%	3
2021 Q3	$21.5M	Buy	425,730 +128,748	+43%	+$6.53M	7.37%	3
2021 Q2	$15.1M	Buy	296,982 +41,247	+16%	+$2.11M	5.25%	3
2021 Q1	$13.1M	Buy	+255,735	New	+$13.1M	5.11%	3

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $777B AUM 61.18% 1-Year Est. Return

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

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

Clear Perspective Advisors's LMBS Position: Q4 2021 in Review

Clear Perspective Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.8% in Q4 2021, selling an estimated $1.66M and leaving 392,649 shares worth $19.6M. The position accounts for 5.96% of the portfolio, ranked #3.

Clear Perspective Advisors first reported a position in LMBS in Q1 2021 and has held it in 4 quarters since. The position peaked at $21.5M in Q3 2021. 380 funds tracked by Wall St. Rank hold LMBS as of Q4 2021.

Clear Perspective Advisors held 392,649 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $19.6M as of Q4 2021.
Clear Perspective Advisors sold 33,081 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2021, an estimated $1.66M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 5.96% of Clear Perspective Advisors's portfolio in Q4 2021, its #3 holding.
Clear Perspective Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2021 and has held it in 4 quarters since.
Clear Perspective Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $21.5M in Q3 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 Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.