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

Panoramic 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
2022
Q4 		$524K Buy
+11,057
New +$523K 0.54% 48

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Panoramic Investment Advisors's LMBS Position: Q4 2022 in Review

Panoramic Investment Advisors opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2022: 11,057 shares worth $524K. The stake represents 0.54% of the portfolio and ranks #48 among its holdings.

379 funds tracked by Wall St. Rank hold LMBS as of Q4 2022.

  • Panoramic Investment Advisors held 11,057 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $524K as of Q4 2022.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Panoramic Investment Advisors position in Q4 2022.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.54% of Panoramic Investment Advisors's portfolio in Q4 2022, its #48 holding.
  • 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 Panoramic Investment Advisors's 13F filing for Q4 2022, filed 1 Mar 2023.