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

Altium Wealth 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 Q1	–	Sell	-17,275	Closed	-$895K	–	345
2019 Q4	$895K	Sell	17,275 -1,345	-7%	-$69.8K	0.11%	107
2019 Q3	$968K	Hold	18,620	–	–	0.13%	96
2019 Q2	$962K	Buy	18,620 +8,620	+86%	+$443K	0.14%	88
2019 Q1	$513K	Buy	10,000 +4,000	+67%	+$205K	0.08%	156
2018 Q4	$306K	Buy	+6,000	New	+$306K	0.06%	203

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

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

RJFSA

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Altium Wealth Management's LMBS Position: Q1 2020 in Review

Altium Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2020, closing a stake of 17,275 shares — an estimated $895K sold.

Altium Wealth Management first reported a position in LMBS in Q4 2018 and held it in 5 quarters. The position peaked at $968K in Q3 2019. 286 funds tracked by Wall St. Rank hold LMBS as of Q1 2020.

Altium Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2020 after selling out during the quarter.
Altium Wealth Management sold 17,275 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2020, an estimated $895K.
Altium Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and held it in 5 quarters.
Altium Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $968K in Q3 2019.
286 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2020.

Based on Altium Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.