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

Credit Suisse’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 Q4	–	Sell	-8,611	Closed	-$408K	–	4060
2022 Q3	$408K	Buy	8,611 +74	+0.9%	+$3.57K	﹤0.01%	2911
2022 Q2	$412K	Sell	8,537 -1,343	-14%	-$65.2K	﹤0.01%	2960
2022 Q1	$484K	Buy	9,880 +3,040	+44%	+$151K	﹤0.01%	3001
2021 Q4	$342K	Buy	+6,840	New	+$344K	﹤0.01%	4059

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

RJA

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

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

Credit Suisse's LMBS Position: Q4 2022 in Review

Credit Suisse sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2022, closing a stake of 8,611 shares — an estimated $408K sold.

Credit Suisse first reported a position in LMBS in Q4 2021 and held it in 4 quarters. The position peaked at $484K in Q1 2022. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2022.

Credit Suisse reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2022 after selling out during the quarter.
Credit Suisse sold 8,611 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2022, an estimated $408K.
Credit Suisse first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and held it in 4 quarters.
Credit Suisse's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $484K in Q1 2022.
379 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.