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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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