Hobart Private Capital’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Hobart Private Capital’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 Q1	–	Sell	-3,867	Closed	-$200K	–	159
2019 Q4	$200K	Buy	3,867 +15	+0.4%	+$778	0.12%	149
2019 Q3	$200K	Sell	3,852 -225	-6%	-$11.7K	0.14%	143
2019 Q2	$211K	Buy	+4,077	New	+$210K	0.15%	140

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

RJA

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

RJFSA

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Hobart Private Capital's LMBS Position: Q1 2020 in Review

Hobart Private Capital sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2020, closing a stake of 3,867 shares — an estimated $200K sold.

Hobart Private Capital first reported a position in LMBS in Q2 2019 and held it in 3 quarters. The position peaked at $211K in Q2 2019. 286 funds tracked by Wall St. Rank hold LMBS as of Q1 2020.

Hobart Private Capital reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2020 after selling out during the quarter.
Hobart Private Capital sold 3,867 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2020, an estimated $200K.
Hobart Private Capital first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2019 and held it in 3 quarters.
Hobart Private Capital's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $211K in Q2 2019.
286 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2020.

Based on Hobart Private Capital's 13F filing for Q1 2020, filed 11 Mar 2024.