CONA
LMBS icon

Capital One National Association’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Capital One National Association’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
Q4 		$852K Buy
+16,453
New +$854K 0.11% 164

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital One National Association's LMBS Position: Q4 2019 in Review

Capital One National Association opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2019: 16,453 shares worth $852K. The stake represents 0.11% of the portfolio and ranks #164 among its holdings.

269 funds tracked by Wall St. Rank hold LMBS as of Q4 2019.

  • Capital One National Association held 16,453 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $852K as of Q4 2019.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Capital One National Association position in Q4 2019.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.11% of Capital One National Association's portfolio in Q4 2019, its #164 holding.
  • 269 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.