Meeder Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Meeder Asset Management’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	-3	Closed	–	–	2264
2022 Q2	$0	Hold	3	–	–	﹤0.01%	2321
2022 Q1	$0	Sell	3 -544	-99%	-$26.9K	﹤0.01%	2433
2021 Q4	$27K	Buy	547 +544	+18,133%	+$27.3K	﹤0.01%	600
2021 Q3	$0	Hold	3	–	–	﹤0.01%	2569
2021 Q2	$0	Hold	3	–	–	﹤0.01%	2591
2021 Q1	$0	Hold	3	–	–	﹤0.01%	2411
2020 Q4	$0	Sell	3 -1,511	-100%	-$77.9K	﹤0.01%	2056
2020 Q3	$78K	Buy	+1,514	New	+$78.3K	0.01%	848

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

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

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

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

Meeder Asset Management's LMBS Position: Q3 2022 in Review

Meeder Asset Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2022, closing a stake of 3 shares.

Meeder Asset Management first reported a position in LMBS in Q3 2020 and held it in 8 quarters. The position peaked at $78K in Q3 2020. 378 funds tracked by Wall St. Rank hold LMBS as of Q3 2022.

Meeder Asset Management 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.
Meeder Asset Management sold 3 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2022.
Meeder Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2020 and held it in 8 quarters.
Meeder Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $78K in Q3 2020.
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 Meeder Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.