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

Columbus Macro’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 Q1	–	Sell	-86,348	Closed	-$4.44M	–	173
2020 Q4	$4.44M	Sell	86,348 -3,920	-4%	-$202K	1.36%	23
2020 Q3	$4.67M	Sell	90,268 -25,926	-22%	-$1.34M	1.43%	22
2020 Q2	$6M	Buy	116,194 +37,989	+49%	+$1.96M	1.64%	23
2020 Q1	$3.99M	Buy	+78,205	New	+$4.06M	1.16%	27

Other funds holding LMBS

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Jane Street New York $777B AUM 61.18% 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

RJA

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

Columbus Macro's LMBS Position: Q1 2021 in Review

Columbus Macro sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2021, closing a stake of 86,348 shares — an estimated $4.44M sold.

Columbus Macro first reported a position in LMBS in Q1 2020 and held it in 4 quarters. The position peaked at $6M in Q2 2020. 353 funds tracked by Wall St. Rank hold LMBS as of Q1 2021.

Columbus Macro reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2021 after selling out during the quarter.
Columbus Macro sold 86,348 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2021, an estimated $4.44M.
Columbus Macro first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and held it in 4 quarters.
Columbus Macro's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6M in Q2 2020.
353 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2021.

Based on Columbus Macro's 13F filing for Q1 2021, filed 23 Apr 2021.