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

Kraematon 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
2023 Q1	–	Sell	-17,611	Closed	-$835K	–	172
2022 Q4	$835K	Sell	17,611 -621	-3%	-$29.4K	0.91%	36
2022 Q3	$863K	Sell	18,232 -669	-4%	-$32.3K	1.11%	31
2022 Q2	$913K	Buy	18,901 +56	+0.3%	+$2.72K	1.06%	33
2022 Q1	$922K	Sell	18,845 -1,241	-6%	-$61.5K	0.88%	35
2021 Q4	$1M	Buy	+20,086	New	+$1.01M	0.9%	34

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

RJA

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

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

Kraematon Investment Advisors's LMBS Position: Q1 2023 in Review

Kraematon Investment Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2023, closing a stake of 17,611 shares — an estimated $835K sold.

Kraematon Investment Advisors first reported a position in LMBS in Q4 2021 and held it in 5 quarters. The position peaked at $1M in Q4 2021. 378 funds tracked by Wall St. Rank hold LMBS as of Q1 2023.

Kraematon Investment Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2023 after selling out during the quarter.
Kraematon Investment Advisors sold 17,611 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2023, an estimated $835K.
Kraematon Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and held it in 5 quarters.
Kraematon Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1M in Q4 2021.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2023.

Based on Kraematon Investment Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.