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Americana Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Americana Partners’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
-4,002
Closed -$207K – 328
2019
Q4 		$207K Buy
+4,002
New +$208K 0.12% 97

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

Americana Partners's LMBS Position: Q1 2020 in Review

Americana Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2020, closing a stake of 4,002 shares — an estimated $207K sold.

Americana Partners first reported a position in LMBS in Q4 2019 and held it in 1 quarter. The position peaked at $207K in Q4 2019. 286 funds tracked by Wall St. Rank hold LMBS as of Q1 2020.

  • Americana Partners 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.
  • Americana Partners sold 4,002 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2020, an estimated $207K.
  • Americana Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and held it in 1 quarter.
  • Americana Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $207K in Q4 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 Americana Partners's 13F filing for Q1 2020, filed 12 May 2020.