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

Arden Trust’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	-12,674	Closed	-$646K	–	570
2020 Q1	$646K	Sell	12,674 -14,940	-54%	-$776K	0.13%	141
2019 Q4	$1.43M	Sell	27,614 -896	-3%	-$46.5K	0.22%	95
2019 Q3	$1.48M	Sell	28,510 -11,569	-29%	-$600K	0.24%	92
2019 Q2	$2.07M	Sell	40,079 -24,479	-38%	-$1.26M	0.35%	59
2019 Q1	$3.31M	Buy	64,558 +8,216	+15%	+$420K	0.53%	34
2018 Q4	$2.88M	Buy	56,342 +35,987	+177%	+$1.83M	0.52%	40
2018 Q3	$1.04M	Buy	+20,355	New	+$1.04M	0.16%	135

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

Arden Trust's LMBS Position: Q2 2020 in Review

Arden Trust sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2020, closing a stake of 12,674 shares — an estimated $646K sold.

Arden Trust first reported a position in LMBS in Q3 2018 and held it in 7 quarters. The position peaked at $3.31M in Q1 2019. 305 funds tracked by Wall St. Rank hold LMBS as of Q2 2020.

Arden Trust 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.
Arden Trust sold 12,674 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2020, an estimated $646K.
Arden Trust first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2018 and held it in 7 quarters.
Arden Trust's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.31M in Q1 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 Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.