20/20 Capital Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

20/20 Capital 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
2021 Q2	$5.31M	Buy	104,300 +59,024	+130%	+$3.01M	1.38%	22
2021 Q1	$2.31M	Sell	45,276 -5,031	-10%	-$258K	0.67%	37
2020 Q4	$2.59M	Sell	50,307 -41,439	-45%	-$2.14M	0.76%	35
2020 Q3	$4.74M	Sell	91,746 -3,130	-3%	-$162K	1.78%	15
2020 Q2	$4.92M	Sell	94,876 -41,623	-30%	-$2.15M	1.9%	14
2020 Q1	$7.06M	Sell	136,499 -1,619	-1%	-$84.1K	3.17%	9
2019 Q4	$7.19M	Buy	+138,118	New	+$7.17M	2.9%	9

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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