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

IFC Holdings’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
2018 Q1	–	Sell	-10,437	Closed	-$537K	–	239
2017 Q4	$537K	Sell	10,437 -61,153	-85%	-$3.17M	0.04%	290
2017 Q3	$3.72M	Buy	71,590 +17,528	+32%	+$913K	0.26%	58
2017 Q2	$2.82M	Buy	54,062 +49,088	+987%	+$2.56M	0.22%	71
2017 Q1	$259K	Sell	4,974 -59,613	-92%	-$3.11M	0.02%	381
2016 Q4	$3.37M	Buy	64,587 +60,764	+1,589%	+$3.19M	0.34%	51
2016 Q3	$201K	Buy	+3,823	New	+$199K	0.02%	372

Other funds holding LMBS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

RJFSA

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

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

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

IFC Holdings's LMBS Position: Q1 2018 in Review

IFC Holdings sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2018, closing a stake of 10,437 shares — an estimated $537K sold.

IFC Holdings first reported a position in LMBS in Q3 2016 and held it in 6 quarters. The position peaked at $3.72M in Q3 2017. 115 funds tracked by Wall St. Rank hold LMBS as of Q1 2018.

IFC Holdings reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 10,437 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2018, an estimated $537K.
IFC Holdings first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2016 and held it in 6 quarters.
IFC Holdings's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.72M in Q3 2017.
115 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.