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

SkyView 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 Q4	–	Sell	-12	Closed	-$1K	–	349
2023 Q3	$1K	Sell	12 -11,841	-100%	-$563K	﹤0.01%	549
2023 Q2	$565K	Buy	11,853 +6	+0.1%	+$288	0.14%	192
2023 Q1	$567K	Sell	11,847 -150	-1%	-$7.18K	0.13%	193
2022 Q4	$569K	Sell	11,997 -523	-4%	-$24.7K	0.17%	180
2022 Q3	$593K	Sell	12,520 -600	-5%	-$28.9K	0.17%	191
2022 Q2	$634K	Sell	13,120 -729	-5%	-$35.4K	0.17%	196
2022 Q1	$674K	Sell	13,849 -1,825	-12%	-$90.4K	0.16%	190
2021 Q4	$778K	Sell	15,674 -5,426	-26%	-$273K	0.17%	149
2021 Q3	$1.07M	Sell	21,100 -4,413	-17%	-$224K	0.3%	85
2021 Q2	$1.3M	Hold	25,513	–	–	0.61%	45
2021 Q1	$1.3M	Buy	25,513 +548	+2%	+$28.2K	0.58%	47
2020 Q4	$1.28M	Buy	+24,965	New	+$1.29M	0.61%	45

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SkyView Investment Advisors's LMBS Position: Q4 2023 in Review

SkyView Investment Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2023, closing a stake of 12 shares — an estimated $1K sold.

SkyView Investment Advisors first reported a position in LMBS in Q4 2020 and held it in 12 quarters. The position peaked at $1.3M in Q2 2021. 379 funds tracked by Wall St. Rank hold LMBS as of Q4 2023.

SkyView Investment Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2023 after selling out during the quarter.
SkyView Investment Advisors sold 12 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2023, an estimated $1K.
SkyView Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 12 quarters.
SkyView Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.3M in Q2 2021.
379 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.