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

LifePlan Financial Group’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 Q3	$44K	Hold	843	–	–	0.02%	256
2020 Q2	$44K	Buy	843 +80	+10%	+$4.13K	0.02%	251
2020 Q1	$39K	Hold	763	–	–	0.02%	247
2019 Q4	$40K	Hold	763	–	–	0.02%	271
2019 Q3	$40K	Hold	763	–	–	0.02%	269
2019 Q2	$39K	Sell	763 -3,235	-81%	-$166K	0.02%	268
2019 Q1	$205K	Buy	3,998 +294	+8%	+$15K	0.11%	124
2018 Q4	$189K	Buy	3,704 +3,317	+857%	+$169K	0.12%	122
2018 Q3	$20K	Buy	+387	New	+$19.8K	0.01%	334

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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 $570B AUM 27.57% 1-Year Est. Return

RJA

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

LifePlan Financial Group's LMBS Position: Q3 2020 in Review

LifePlan Financial Group held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q3 2020 at 843 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #256.

LifePlan Financial Group first reported a position in LMBS in Q3 2018 and has held it in 9 quarters since. The position peaked at $205K in Q1 2019. 310 funds tracked by Wall St. Rank hold LMBS as of Q3 2020.

LifePlan Financial Group held 843 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $44K as of Q3 2020.
LifePlan Financial Group left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q3 2020.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #256 holding.
LifePlan Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2018 and has held it in 9 quarters since.
LifePlan Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $205K in Q1 2019.
310 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.