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

HL Financial Services’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 Q1	$4.75M	Buy	92,729 +85,010	+1,101%	+$4.35M	0.07%	168
2018 Q4	$394K	Sell	7,719 -12,029	-61%	-$613K	0.01%	546
2018 Q3	$1.01M	Sell	19,748 -393	-2%	-$20.1K	0.02%	383
2018 Q2	$1.03M	Buy	20,141 +807	+4%	+$41.3K	0.02%	364
2018 Q1	$993K	Buy	19,334 +905	+5%	+$46.6K	0.02%	362
2017 Q4	$952K	Buy	18,429 +2,597	+16%	+$135K	0.02%	320
2017 Q3	$823K	Buy	15,832 +1,543	+11%	+$80.4K	0.02%	397
2017 Q2	$745K	Buy	+14,289	New	+$746K	0.01%	396

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

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

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

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

HL Financial Services's LMBS Position: Q1 2019 in Review

HL Financial Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1,101% in Q1 2019, buying an estimated $4.35M and bringing the position to 92,729 shares worth $4.75M. The position accounts for 0.07% of the portfolio, ranked #168.

HL Financial Services first reported a position in LMBS in Q2 2017 and has held it in 8 quarters since. 198 funds tracked by Wall St. Rank hold LMBS as of Q1 2019.

HL Financial Services held 92,729 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $4.75M as of Q1 2019.
HL Financial Services bought 85,010 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2019, an estimated $4.35M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of HL Financial Services's portfolio in Q1 2019, its #168 holding.
HL Financial Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2017 and has held it in 8 quarters since.
198 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.