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

Capital Wealth Planning’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 Q2	–	Sell	-6,654	Closed	-$339K	–	155
2020 Q1	$339K	Buy	+6,654	New	+$345K	0.02%	156
2019 Q4	–	Sell	-6,704	Closed	-$348K	–	222
2019 Q3	$348K	Buy	+6,704	New	+$348K	0.02%	172

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Capital Wealth Planning's LMBS Position: Q2 2020 in Review

Capital Wealth Planning sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2020, closing a stake of 6,654 shares — an estimated $339K sold.

Capital Wealth Planning first reported a position in LMBS in Q3 2019 and held it in 2 quarters. The position peaked at $348K in Q3 2019. 305 funds tracked by Wall St. Rank hold LMBS as of Q2 2020.

Capital Wealth Planning reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 6,654 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2020, an estimated $339K.
Capital Wealth Planning first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2019 and held it in 2 quarters.
Capital Wealth Planning's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $348K in Q3 2019.
305 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.