Chessman Wealth Strategies RIA’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Chessman Wealth Strategies RIA’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 Q2	–	Sell	-363,473	Closed	-$18.6M	–	18
2019 Q1	$18.6M	Buy	+363,473	New	+$18.6M	15.94%	3

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Chessman Wealth Strategies RIA's LMBS Position: Q2 2019 in Review

Chessman Wealth Strategies RIA sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2019, closing a stake of 363,473 shares — an estimated $18.6M sold.

Chessman Wealth Strategies RIA first reported a position in LMBS in Q1 2019 and held it in 1 quarter. The position peaked at $18.6M in Q1 2019. 209 funds tracked by Wall St. Rank hold LMBS as of Q2 2019.

Chessman Wealth Strategies RIA reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2019 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 363,473 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2019, an estimated $18.6M.
Chessman Wealth Strategies RIA first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and held it in 1 quarter.
Chessman Wealth Strategies RIA's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $18.6M in Q1 2019.
209 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q2 2019, filed 19 Jul 2019.