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

JNBA Financial Advisors’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 Q2	–	Sell	-174	Closed	-$9K	–	576
2020 Q1	$9K	Sell	174 -630	-78%	-$32.7K	﹤0.01%	397
2019 Q4	$42K	Hold	804	–	–	0.01%	269
2019 Q3	$42K	Hold	804	–	–	0.01%	253
2019 Q2	$42K	Sell	804 -196	-20%	-$10.1K	0.01%	262
2019 Q1	$51K	Buy	+1,000	New	+$51.2K	0.01%	226

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

JNBA Financial Advisors's LMBS Position: Q2 2020 in Review

JNBA Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2020, closing a stake of 174 shares — an estimated $9K sold.

JNBA Financial Advisors first reported a position in LMBS in Q1 2019 and held it in 5 quarters. The position peaked at $51K in Q1 2019. 305 funds tracked by Wall St. Rank hold LMBS as of Q2 2020.

JNBA Financial Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2020 after selling out during the quarter.
JNBA Financial Advisors sold 174 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2020, an estimated $9K.
JNBA Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and held it in 5 quarters.
JNBA Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $51K in Q1 2019.
305 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2020.

Based on JNBA Financial Advisors's 13F filing for Q2 2020, filed 24 Jul 2020.