Premia Global Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Premia Global Advisors’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 Q3	–	Sell	-6,054	Closed	-$312K	–	51
2019 Q2	$312K	Buy	6,054 +400	+7%	+$20.6K	0.49%	44
2019 Q1	$289K	Sell	5,654 -231	-4%	-$11.8K	0.29%	71
2018 Q4	$300K	Hold	5,885	–	–	0.86%	18
2018 Q3	$299K	Buy	5,885 +20	+0.3%	+$1.02K	0.63%	21
2018 Q2	$319K	Buy	+5,865	New	+$300K	0.42%	35

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RJFSA

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

Premia Global Advisors's LMBS Position: Q3 2019 in Review

Premia Global Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2019, closing a stake of 6,054 shares — an estimated $312K sold.

Premia Global Advisors first reported a position in LMBS in Q2 2018 and held it in 5 quarters. The position peaked at $319K in Q2 2018. 231 funds tracked by Wall St. Rank hold LMBS as of Q3 2019.

Premia Global Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2019 after selling out during the quarter.
Premia Global Advisors sold 6,054 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2019, an estimated $312K.
Premia Global Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2018 and held it in 5 quarters.
Premia Global Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $319K in Q2 2018.
231 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2019.

Based on Premia Global Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.