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

Castleview 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
2018
Q1 		$1.41M Buy
+27,368
New +$1.41M 1.16% 22

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Castleview Partners's LMBS Position: Q1 2018 in Review

Castleview Partners opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2018: 27,368 shares worth $1.41M. The stake represents 1.16% of the portfolio and ranks #22 among its holdings.

115 funds tracked by Wall St. Rank hold LMBS as of Q1 2018.

  • Castleview Partners held 27,368 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.41M as of Q1 2018.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Castleview Partners position in Q1 2018.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.16% of Castleview Partners's portfolio in Q1 2018, its #22 holding.
  • 115 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2018.

Based on Castleview Partners's 13F filing for Q1 2018, filed 7 May 2018.