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

Blackhawk 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
2019 Q2	–	Sell	-178,266	Closed	-$9.14M	–	109
2019 Q1	$9.14M	Buy	178,266 +31,583	+22%	+$1.62M	9.45%	1
2018 Q4	$7.49M	Buy	146,683 +7,785	+6%	+$396K	9.55%	1
2018 Q3	$7.08M	Buy	+138,898	New	+$7.1M	10%	1

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Blackhawk Capital Partners's LMBS Position: Q2 2019 in Review

Blackhawk Capital Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2019, closing a stake of 178,266 shares — an estimated $9.14M sold.

Blackhawk Capital Partners first reported a position in LMBS in Q3 2018 and held it in 3 quarters. The position peaked at $9.14M in Q1 2019. 209 funds tracked by Wall St. Rank hold LMBS as of Q2 2019.

Blackhawk Capital Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2019 after selling out during the quarter.
Blackhawk Capital Partners sold 178,266 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2019, an estimated $9.14M.
Blackhawk Capital 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 3 quarters.
Blackhawk Capital Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $9.14M in Q1 2019.
209 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2019.

Based on Blackhawk Capital Partners's 13F filing for Q2 2019, filed 13 Aug 2019.