Hochman Cole Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Hochman Cole Investment 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 Q3	$2.44M	Buy	48,186 +22,383	+87%	+$1.14M	0.95%	25
2021 Q2	$1.31M	Buy	+25,803	New	+$1.32M	0.52%	37
2018 Q4	–	Sell	-4,188	Closed	-$213K	–	117
2018 Q3	$213K	Hold	4,188	–	–	0.13%	107
2018 Q2	$214K	Sell	4,188 -873	-17%	-$44.7K	0.14%	99
2018 Q1	$260K	Sell	5,061 -200	-4%	-$10.3K	0.18%	84
2017 Q4	$272K	Hold	5,261	–	–	0.17%	83
2017 Q3	$274K	Buy	5,261 +939	+22%	+$48.9K	0.18%	78
2017 Q2	$225K	Buy	+4,322	New	+$226K	0.16%	83

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Hochman Cole Investment Advisors's LMBS Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 87% in Q3 2021, buying an estimated $1.14M and bringing the position to 48,186 shares worth $2.44M. The position accounts for 0.95% of the portfolio, ranked #25.

Hochman Cole Investment Advisors first reported a position in LMBS in Q2 2017 and has held it in 8 quarters since. 350 funds tracked by Wall St. Rank hold LMBS as of Q3 2021.

Hochman Cole Investment Advisors held 48,186 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.44M as of Q3 2021.
Hochman Cole Investment Advisors bought 22,383 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2021, an estimated $1.14M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.95% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #25 holding.
Hochman Cole Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2017 and has held it in 8 quarters since.
350 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.