Planning Solutions Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Planning Solutions 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
2019 Q2	$793K	Buy	15,335 +24	+0.2%	+$1.23K	0.41%	48
2019 Q1	$785K	Buy	15,311 +1,180	+8%	+$60.4K	0.42%	48
2018 Q4	$721K	Buy	+14,131	New	+$720K	0.44%	46

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Planning Solutions Group's LMBS Position: Q2 2019 in Review

Planning Solutions Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.16% in Q2 2019, buying an estimated $1.23K and bringing the position to 15,335 shares worth $793K. The position accounts for 0.41% of the portfolio, ranked #48.

Planning Solutions Group first reported a position in LMBS in Q4 2018 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold LMBS as of Q2 2019.

Planning Solutions Group held 15,335 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $793K as of Q2 2019.
Planning Solutions Group bought 24 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2019, an estimated $1.23K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.41% of Planning Solutions Group's portfolio in Q2 2019, its #48 holding.
Planning Solutions Group 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 3 quarters since.
209 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.