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

Partnervest Advisory 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	$429K	Buy	+8,295	New	+$429K	0.14%	127
2020 Q2	–	Sell	-9,167	Closed	-$468K	–	240
2020 Q1	$468K	Sell	9,167 -1,146	-11%	-$59.5K	0.21%	85
2019 Q4	$534K	Hold	10,313	–	–	0.2%	87
2019 Q3	$536K	Hold	10,313	–	–	0.19%	101
2019 Q2	$533K	Sell	10,313 -573	-5%	-$29.5K	0.21%	88
2019 Q1	$558K	Sell	10,886 -573	-5%	-$29.3K	0.23%	83
2018 Q4	$585K	Buy	+11,459	New	+$584K	0.28%	76

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

RBA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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 $672B AUM 33.48% 1-Year Est. Return

RJA

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

Partnervest Advisory Services's LMBS Position: Q3 2020 in Review

Partnervest Advisory Services opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2020: 8,295 shares worth $429K. The stake represents 0.14% of the portfolio and ranks #127 among its holdings. This is a return to the name: Partnervest Advisory Services previously reported a position in LMBS as recently as Q1 2020.

Partnervest Advisory Services first reported a position in LMBS in Q4 2018 and has held it in 7 quarters since. The position peaked at $585K in Q4 2018. 310 funds tracked by Wall St. Rank hold LMBS as of Q3 2020.

Partnervest Advisory Services held 8,295 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $429K as of Q3 2020.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Partnervest Advisory Services position in Q3 2020.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.14% of Partnervest Advisory Services's portfolio in Q3 2020, its #127 holding.
Partnervest Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 7 quarters since.
Partnervest Advisory Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $585K in Q4 2018.
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 Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.