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

Capital Investment Advisors’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 Q1	–	Sell	-19,433	Closed	-$1.01M	–	502
2019 Q4	$1.01M	Buy	19,433 +2,001	+11%	+$104K	0.05%	232
2019 Q3	$906K	Sell	17,432 -700	-4%	-$36.3K	0.05%	236
2019 Q2	$937K	Buy	18,132 +211	+1%	+$10.9K	0.05%	235
2019 Q1	$919K	Buy	17,921 +33	+0.2%	+$1.69K	0.05%	229
2018 Q4	$913K	Buy	17,888 +10	+0.1%	+$509	0.06%	220
2018 Q3	$911K	Buy	17,878 +136	+0.8%	+$6.95K	0.05%	221
2018 Q2	$908K	Sell	17,742 -940	-5%	-$48.2K	0.06%	224
2018 Q1	$960K	Buy	18,682 +11	+0.1%	+$566	0.06%	217
2017 Q4	$964K	Buy	18,671 +1,610	+9%	+$83.5K	0.06%	217
2017 Q3	$887K	Buy	17,061 +3,098	+22%	+$161K	0.06%	223
2017 Q2	$728K	Buy	13,963 +4,454	+47%	+$232K	0.05%	237
2017 Q1	$495K	Buy	+9,509	New	+$496K	0.04%	283

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

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

RJFSA

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

UCFA

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

Capital Investment Advisors's LMBS Position: Q1 2020 in Review

Capital Investment Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2020, closing a stake of 19,433 shares — an estimated $1.01M sold.

Capital Investment Advisors first reported a position in LMBS in Q1 2017 and held it in 12 quarters. The position peaked at $1.01M in Q4 2019. 286 funds tracked by Wall St. Rank hold LMBS as of Q1 2020.

Capital Investment Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2020 after selling out during the quarter.
Capital Investment Advisors sold 19,433 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2020, an estimated $1.01M.
Capital Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2017 and held it in 12 quarters.
Capital Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.01M in Q4 2019.
286 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2020.

Based on Capital Investment Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.