Advocacy Wealth Management Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Advocacy Wealth Management Services’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 Q3	–	Sell	-109	Closed	-$6K	–	191
2021 Q2	$6K	Hold	109	–	–	﹤0.01%	149
2021 Q1	$6K	Hold	109	–	–	﹤0.01%	129
2020 Q4	$6K	Hold	109	–	–	﹤0.01%	127
2020 Q3	$6K	Hold	109	–	–	﹤0.01%	123
2020 Q2	$6K	Sell	109 -65	-37%	-$3.36K	﹤0.01%	118
2020 Q1	$9K	Sell	174 -4,592	-96%	-$238K	﹤0.01%	100
2019 Q4	$247K	Sell	4,766 -32,319	-87%	-$1.68M	0.07%	32
2019 Q3	$1.93M	Sell	37,085 -3,682	-9%	-$191K	1.29%	17
2019 Q2	$2.11M	Sell	40,767 -5,790	-12%	-$298K	1.52%	16
2019 Q1	$2.39M	Sell	46,557 -201,517	-81%	-$10.3M	2.6%	8
2018 Q4	$12.7M	Sell	248,074 -76,093	-23%	-$3.88M	9.54%	5
2018 Q3	$16.5M	Buy	324,167 +18,055	+6%	+$923K	10.15%	5
2018 Q2	$15.7M	Buy	306,112 +13,954	+5%	+$715K	10.29%	5
2018 Q1	$15M	Buy	292,158 +13,740	+5%	+$708K	10.31%	5
2017 Q4	$14.4M	Sell	278,418 -410,479	-60%	-$21.3M	9.9%	5
2017 Q3	$35.8M	Buy	688,897 +213,143	+45%	+$11.1M	14.33%	2
2017 Q2	$24.8M	Buy	475,754 +116,998	+33%	+$6.11M	8.88%	2
2017 Q1	$18.7M	Buy	+358,756	New	+$18.7M	6.51%	2

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $570B AUM 27.57% 1-Year Est. Return

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

UCFA

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

Advocacy Wealth Management Services's LMBS Position: Q3 2021 in Review

Advocacy Wealth Management Services sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2021, closing a stake of 109 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in LMBS in Q1 2017 and held it in 18 quarters. The position peaked at $35.8M in Q3 2017. 349 funds tracked by Wall St. Rank hold LMBS as of Q3 2021.

Advocacy Wealth Management Services reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2021 after selling out during the quarter.
Advocacy Wealth Management Services sold 109 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2021, an estimated $6K.
Advocacy Wealth Management Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2017 and held it in 18 quarters.
Advocacy Wealth Management Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $35.8M in Q3 2017.
349 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2021, filed 5 Oct 2021.