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

Hayden Royal’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 Q2	–	Sell	-72,082	Closed	-$3.68M	–	217
2020 Q1	$3.68M	Buy	72,082 +900	+1%	+$46.7K	2.16%	8
2019 Q4	$3.72M	Buy	+71,182	New	+$3.69M	1.88%	8

Other funds holding LMBS

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hayden Royal's LMBS Position: Q2 2020 in Review

Hayden Royal sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2020, closing a stake of 72,082 shares — an estimated $3.68M sold.

Hayden Royal first reported a position in LMBS in Q4 2019 and held it in 2 quarters. The position peaked at $3.72M in Q4 2019. 304 funds tracked by Wall St. Rank hold LMBS as of Q2 2020.

Hayden Royal reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2020 after selling out during the quarter.
Hayden Royal sold 72,082 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2020, an estimated $3.68M.
Hayden Royal first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and held it in 2 quarters.
Hayden Royal's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.72M in Q4 2019.
304 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2020.

Based on Hayden Royal's 13F filing for Q2 2020, filed 14 Aug 2020.