Alpha Cubed Investments’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Alpha Cubed Investments’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 Q4	–	Sell	-4,268	Closed	-$221K	–	266
2020 Q3	$221K	Hold	4,268	–	–	0.02%	198
2020 Q2	$221K	Hold	4,268	–	–	0.02%	191
2020 Q1	$218K	Hold	4,268	–	–	0.03%	190
2019 Q4	$221K	Buy	+4,268	New	+$221K	0.02%	232

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

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

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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

Alpha Cubed Investments's LMBS Position: Q4 2020 in Review

Alpha Cubed Investments sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2020, closing a stake of 4,268 shares — an estimated $221K sold.

Alpha Cubed Investments first reported a position in LMBS in Q4 2019 and held it in 4 quarters. The position peaked at $221K in Q3 2020. 358 funds tracked by Wall St. Rank hold LMBS as of Q4 2020.

Alpha Cubed Investments reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2020 after selling out during the quarter.
Alpha Cubed Investments sold 4,268 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2020, an estimated $221K.
Alpha Cubed Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and held it in 4 quarters.
Alpha Cubed Investments's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $221K in Q3 2020.
358 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2020.

Based on Alpha Cubed Investments's 13F filing for Q4 2020, filed 29 Jan 2021.