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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

20/20 Capital Management's LMBS Position: Q2 2021 in Review

20/20 Capital Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 130% in Q2 2021, buying an estimated $3.01M and bringing the position to 104,300 shares worth $5.31M. The position accounts for 1.38% of the portfolio, ranked #22.

20/20 Capital Management first reported a position in LMBS in Q4 2019 and has held it in 7 quarters since. The position peaked at $7.19M in Q4 2019. 365 funds tracked by Wall St. Rank hold LMBS as of Q2 2021.

20/20 Capital Management held 104,300 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $5.31M as of Q2 2021.
20/20 Capital Management bought 59,024 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2021, an estimated $3.01M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.38% of 20/20 Capital Management's portfolio in Q2 2021, its #22 holding.
20/20 Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $7.19M in Q4 2019.
365 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.