Financial Management Professionals’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Financial Management Professionals’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 Q3	–	Sell	-138	Closed	-$7K	–	331
2019 Q2	$7K	Hold	138	–	–	﹤0.01%	219
2019 Q1	$7K	Hold	138	–	–	﹤0.01%	181
2018 Q4	$7K	Buy	+138	New	+$7.03K	﹤0.01%	169

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

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

Financial Management Professionals's LMBS Position: Q3 2019 in Review

Financial Management Professionals sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2019, closing a stake of 138 shares — an estimated $7K sold.

Financial Management Professionals first reported a position in LMBS in Q4 2018 and held it in 3 quarters. The position peaked at $7K in Q2 2019. 231 funds tracked by Wall St. Rank hold LMBS as of Q3 2019.

Financial Management Professionals reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2019 after selling out during the quarter.
Financial Management Professionals sold 138 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2019, an estimated $7K.
Financial Management Professionals first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and held it in 3 quarters.
Financial Management Professionals's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $7K in Q2 2019.
231 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2019.

Based on Financial Management Professionals's 13F filing for Q3 2019, filed 11 Oct 2019.