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

Advantage Investment 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
2019 Q3	$1.15M	Sell	22,084 -656	-3%	-$34K	0.89%	18
2019 Q2	$1.18M	Buy	22,740 +7,348	+48%	+$378K	0.9%	18
2019 Q1	$789K	Buy	+15,392	New	+$788K	0.62%	32

Other funds holding LMBS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RJA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advantage Investment Management's LMBS Position: Q3 2019 in Review

Advantage Investment Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.9% in Q3 2019, selling an estimated $34K and leaving 22,084 shares worth $1.15M. The position accounts for 0.89% of the portfolio, ranked #18.

Advantage Investment Management first reported a position in LMBS in Q1 2019 and has held it in 3 quarters since. The position peaked at $1.18M in Q2 2019. 231 funds tracked by Wall St. Rank hold LMBS as of Q3 2019.

Advantage Investment Management held 22,084 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.15M as of Q3 2019.
Advantage Investment Management sold 656 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2019, an estimated $34K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.89% of Advantage Investment Management's portfolio in Q3 2019, its #18 holding.
Advantage Investment Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 3 quarters since.
Advantage Investment Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.18M in Q2 2019.
231 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.