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

Frontier Wealth Management’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
2021 Q4	–	Sell	-5,116	Closed	-$259K	–	436
2021 Q3	$259K	Buy	5,116 +11	+0.2%	+$558	0.02%	357
2021 Q2	$260K	Buy	5,105 +12	+0.2%	+$613	0.02%	359
2021 Q1	$260K	Sell	5,093 -5,159	-50%	-$265K	0.02%	326
2020 Q4	$528K	Buy	10,252 +468	+5%	+$24.1K	0.04%	222
2020 Q3	$506K	Buy	9,784 +14	+0.1%	+$724	0.05%	212
2020 Q2	$505K	Buy	+9,770	New	+$504K	0.05%	209
2017 Q2	–	Sell	-7,258	Closed	-$378K	–	399
2017 Q1	$378K	Buy	7,258 +292	+4%	+$15.2K	0.06%	266
2016 Q4	$363K	Sell	6,966 -2,447	-26%	-$128K	0.06%	255
2016 Q3	$493K	Buy	+9,413	New	+$491K	0.07%	206

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return