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 $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

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

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

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Royal Bank of Canada

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