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

Lucia Wealth Services’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	$3.61M	Buy	69,804 +9,641	+16%	+$499K	0.85%	24
2020 Q2	$3.11M	Buy	60,163 +37,795	+169%	+$1.95M	0.82%	26
2020 Q1	$1.14M	Buy	22,368 +16,699	+295%	+$867K	0.38%	47
2019 Q4	$294K	Buy	+5,669	New	+$294K	0.09%	106

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

Lucia Wealth Services's LMBS Position: Q3 2020 in Review

Lucia Wealth Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 16% in Q3 2020, buying an estimated $499K and bringing the position to 69,804 shares worth $3.61M. The position accounts for 0.85% of the portfolio, ranked #24.

Lucia Wealth Services first reported a position in LMBS in Q4 2019 and has held it in 4 quarters since. 309 funds tracked by Wall St. Rank hold LMBS as of Q3 2020.

Lucia Wealth Services held 69,804 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.61M as of Q3 2020.
Lucia Wealth Services bought 9,641 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2020, an estimated $499K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.85% of Lucia Wealth Services's portfolio in Q3 2020, its #24 holding.
Lucia Wealth Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 4 quarters since.
309 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 Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.