Measured Wealth Private Client Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Measured Wealth Private Client 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
2018 Q4	–	Sell	-70	Closed	-$4K	–	433
2018 Q3	$4K	Buy	+70	New	+$3.58K	﹤0.01%	720

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

Measured Wealth Private Client Group's LMBS Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2018, closing a stake of 70 shares — an estimated $4K sold.

Measured Wealth Private Client Group first reported a position in LMBS in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 170 funds tracked by Wall St. Rank hold LMBS as of Q4 2018.

Measured Wealth Private Client Group 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.
Measured Wealth Private Client Group sold 70 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2018, an estimated $4K.
Measured Wealth Private Client Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4K 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 Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.