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

Advisors Asset 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
2020 Q2	–	Sell	-319	Closed	-$16.3K	–	1582
2020 Q1	$16.3K	Sell	319 -423	-57%	-$22K	﹤0.01%	1402
2019 Q4	$38.4K	Hold	742	–	–	﹤0.01%	1422
2019 Q3	$38.6K	Sell	742 -5	-0.7%	-$259	﹤0.01%	1419
2019 Q2	$38.6K	Buy	747 +86	+13%	+$4.42K	﹤0.01%	1413
2019 Q1	$33.9K	Buy	+661	New	+$33.8K	﹤0.01%	1440

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisors Asset Management's LMBS Position: Q2 2020 in Review

Advisors Asset Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2020, closing a stake of 319 shares — an estimated $16.3K sold.

Advisors Asset Management first reported a position in LMBS in Q1 2019 and held it in 5 quarters. The position peaked at $38.6K in Q2 2019. 305 funds tracked by Wall St. Rank hold LMBS as of Q2 2020.

Advisors Asset Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2020 after selling out during the quarter.
Advisors Asset Management sold 319 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2020, an estimated $16.3K.
Advisors Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and held it in 5 quarters.
Advisors Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $38.6K in Q2 2019.
305 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2020.

Based on Advisors Asset Management's 13F filing for Q2 2020, filed 12 Aug 2020.