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

Avantax Planning 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
2018 Q4	–	Sell	-2,005	Closed	-$102K	–	810
2018 Q3	$102K	Buy	+2,005	New	+$103K	0.01%	343

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

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

UCFA

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

RJFSA

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

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Avantax Planning Partners's LMBS Position: Q4 2018 in Review

Avantax Planning Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2018, closing a stake of 2,005 shares — an estimated $102K sold.

Avantax Planning Partners first reported a position in LMBS in Q3 2018 and held it in 1 quarter. The position peaked at $102K in Q3 2018. 170 funds tracked by Wall St. Rank hold LMBS as of Q4 2018.

Avantax Planning Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 2,005 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2018, an estimated $102K.
Avantax Planning Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $102K in Q3 2018.
170 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.