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

Aviance Capital 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 Q3	–	Sell	-64,563	Closed	-$3.34M	–	246
2020 Q2	$3.34M	Buy	64,563 +8,480	+15%	+$438K	0.82%	25
2020 Q1	$2.86M	Buy	56,083 +4,174	+8%	+$217K	0.9%	22
2019 Q4	$2.69M	Buy	51,909 +10,862	+26%	+$564K	0.69%	36
2019 Q3	$2.13M	Buy	+41,047	New	+$2.13M	0.63%	39

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

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

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

RJA

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

Aviance Capital Partners's LMBS Position: Q3 2020 in Review

Aviance Capital Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2020, closing a stake of 64,563 shares — an estimated $3.34M sold.

Aviance Capital Partners first reported a position in LMBS in Q3 2019 and held it in 4 quarters. The position peaked at $3.34M in Q2 2020. 310 funds tracked by Wall St. Rank hold LMBS as of Q3 2020.

Aviance Capital Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2020 after selling out during the quarter.
Aviance Capital Partners sold 64,563 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2020, an estimated $3.34M.
Aviance Capital Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2019 and held it in 4 quarters.
Aviance Capital Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.34M in Q2 2020.
310 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2020.

Based on Aviance Capital Partners's 13F filing for Q3 2020, filed 3 Nov 2020.