Juncture Wealth Strategies’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Juncture Wealth Strategies’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 Q4	–	Sell	-3,948	Closed	-$201K	–	108
2018 Q3	$201K	Buy	3,948 +35	+0.9%	+$1.79K	0.11%	107
2018 Q2	$200K	Buy	+3,913	New	+$200K	0.11%	107

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

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

UCFA

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

RJFSA

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

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

RJA

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

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Juncture Wealth Strategies's LMBS Position: Q4 2018 in Review

Juncture Wealth Strategies sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2018, closing a stake of 3,948 shares — an estimated $201K sold.

Juncture Wealth Strategies first reported a position in LMBS in Q2 2018 and held it in 2 quarters. The position peaked at $201K in Q3 2018. 170 funds tracked by Wall St. Rank hold LMBS as of Q4 2018.

Juncture Wealth Strategies reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2018 after selling out during the quarter.
Juncture Wealth Strategies sold 3,948 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2018, an estimated $201K.
Juncture Wealth Strategies first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2018 and held it in 2 quarters.
Juncture Wealth Strategies's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $201K in Q3 2018.
170 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2018.

Based on Juncture Wealth Strategies's 13F filing for Q4 2018, filed 17 Jan 2019.