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Royal Fund Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Royal Fund Management’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
Q1 		– Sell
-45
Closed -$2K – 634
2018
Q4 		$2K Buy
+45
New +$2.29K ﹤0.01% 485

Other funds holding LMBS

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Royal Fund Management's LMBS Position: Q1 2019 in Review

Royal Fund Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2019, closing a stake of 45 shares — an estimated $2K sold.

Royal Fund Management first reported a position in LMBS in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 198 funds tracked by Wall St. Rank hold LMBS as of Q1 2019.

  • Royal Fund Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2019 after selling out during the quarter.
  • Royal Fund Management sold 45 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2019, an estimated $2K.
  • Royal Fund Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and held it in 1 quarter.
  • Royal Fund Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2K in Q4 2018.
  • 198 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2019.

Based on Royal Fund Management's 13F filing for Q1 2019, filed 11 May 2020.