Crumly & Associates’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Crumly & Associates’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 Q4	–	Sell	-4,360	Closed	-$225K	–	86
2020 Q3	$225K	Hold	4,360	–	–	0.19%	53
2020 Q2	$225K	Hold	4,360	–	–	0.21%	45
2020 Q1	$222K	Buy	+4,360	New	+$226K	0.27%	42

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

HSA

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Crumly & Associates's LMBS Position: Q4 2020 in Review

Crumly & Associates sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2020, closing a stake of 4,360 shares — an estimated $225K sold.

Crumly & Associates first reported a position in LMBS in Q1 2020 and held it in 3 quarters. The position peaked at $225K in Q3 2020. 358 funds tracked by Wall St. Rank hold LMBS as of Q4 2020.

Crumly & Associates reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2020 after selling out during the quarter.
Crumly & Associates sold 4,360 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2020, an estimated $225K.
Crumly & Associates first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and held it in 3 quarters.
Crumly & Associates's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $225K in Q3 2020.
358 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2020.

Based on Crumly & Associates's 13F filing for Q4 2020, filed 25 Jan 2021.