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

SEI Investments’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
2018 Q3	–	Sell	-56	Closed	-$3K	–	3025
2018 Q2	$3K	Sell	56 -571	-91%	-$29.3K	﹤0.01%	3280
2018 Q1	$32K	Buy	+627	New	+$32.3K	﹤0.01%	2499
2017 Q3	–	Sell	-5	Closed	–	–	3307
2017 Q2	$0	Buy	+5	New	+$261	﹤0.01%	3199

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

SEI Investments's LMBS Position: Q3 2018 in Review

SEI Investments sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2018, closing a stake of 56 shares — an estimated $3K sold.

SEI Investments first reported a position in LMBS in Q2 2017 and held it in 3 quarters. The position peaked at $32K in Q1 2018. 145 funds tracked by Wall St. Rank hold LMBS as of Q3 2018.

SEI Investments reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2018 after selling out during the quarter.
SEI Investments sold 56 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2018, an estimated $3K.
SEI Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2017 and held it in 3 quarters.
SEI Investments's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $32K in Q1 2018.
145 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.