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

Bridgeworth’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 Q3	–	Sell	-2,656	Closed	-$135K	–	358
2018 Q2	$135K	Sell	2,656 -2,633	-50%	-$135K	0.06%	179
2018 Q1	$272K	Sell	5,289 -3,357	-39%	-$173K	0.12%	112
2017 Q4	$446K	Buy	8,646 +4,323	+100%	+$224K	0.39%	42
2017 Q3	$225K	Buy	+4,323	New	+$225K	0.32%	54

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Bridgeworth's LMBS Position: Q3 2018 in Review

Bridgeworth sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2018, closing a stake of 2,656 shares — an estimated $135K sold.

Bridgeworth first reported a position in LMBS in Q3 2017 and held it in 4 quarters. The position peaked at $446K in Q4 2017. 145 funds tracked by Wall St. Rank hold LMBS as of Q3 2018.

Bridgeworth reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 2,656 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2018, an estimated $135K.
Bridgeworth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2017 and held it in 4 quarters.
Bridgeworth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $446K in Q4 2017.
145 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.