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

Northstar Wealth Partners’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	–	Sell	-13,806	Closed	-$713K	–	173
2020 Q2	$713K	Buy	13,806 +4,531	+49%	+$234K	0.3%	85
2020 Q1	$473K	Hold	9,275	–	–	0.24%	94
2019 Q4	$480K	Buy	9,275 +2,975	+47%	+$154K	0.2%	114
2019 Q3	$328K	Hold	6,300	–	–	0.14%	138
2019 Q2	$326K	Hold	6,300	–	–	0.15%	138
2019 Q1	$323K	Buy	+6,300	New	+$322K	0.15%	136

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

Northstar Wealth Partners's LMBS Position: Q3 2020 in Review

Northstar Wealth Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2020, closing a stake of 13,806 shares — an estimated $713K sold.

Northstar Wealth Partners first reported a position in LMBS in Q1 2019 and held it in 6 quarters. The position peaked at $713K in Q2 2020. 310 funds tracked by Wall St. Rank hold LMBS as of Q3 2020.

Northstar Wealth Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2020 after selling out during the quarter.
Northstar Wealth Partners sold 13,806 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2020, an estimated $713K.
Northstar Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and held it in 6 quarters.
Northstar Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $713K in Q2 2020.
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 Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.