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

CPR Investments’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
2022
Q3 		– Sell
-5,169
Closed -$250K – 41
2022
Q2 		$250K Buy
+5,169
New +$251K 0.38% 35

Other funds holding LMBS

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CPR Investments's LMBS Position: Q3 2022 in Review

CPR Investments sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2022, closing a stake of 5,169 shares — an estimated $250K sold.

CPR Investments first reported a position in LMBS in Q2 2022 and held it in 1 quarter. The position peaked at $250K in Q2 2022. 378 funds tracked by Wall St. Rank hold LMBS as of Q3 2022.

  • CPR Investments reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2022 after selling out during the quarter.
  • CPR Investments sold 5,169 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2022, an estimated $250K.
  • CPR Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2022 and held it in 1 quarter.
  • CPR Investments's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $250K in Q2 2022.
  • 378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2022.

Based on CPR Investments's 13F filing for Q3 2022, filed 14 Nov 2022.