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

Interchange Capital Partners’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
2021 Q2	–	Sell	-7,897	Closed	-$426K	–	168
2021 Q1	$426K	Buy	7,897 +52	+0.7%	+$2.67K	0.23%	134
2020 Q4	$403K	Buy	+7,845	New	+$405K	0.22%	125

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

RJA

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Interchange Capital Partners's LMBS Position: Q2 2021 in Review

Interchange Capital Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2021, closing a stake of 7,897 shares — an estimated $426K sold.

Interchange Capital Partners first reported a position in LMBS in Q4 2020 and held it in 2 quarters. The position peaked at $426K in Q1 2021. 365 funds tracked by Wall St. Rank hold LMBS as of Q2 2021.

Interchange Capital Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2021 after selling out during the quarter.
Interchange Capital Partners sold 7,897 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2021, an estimated $426K.
Interchange Capital Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 2 quarters.
Interchange Capital Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $426K in Q1 2021.
365 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2021.

Based on Interchange Capital Partners's 13F filing for Q2 2021, filed 16 Aug 2021.