SWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-14,613	Closed	-$757K	–	63
2019 Q2	$757K	Sell	14,613 -1,351	-8%	-$70K	0.72%	24
2019 Q1	$817K	Buy	+15,964	New	+$817K	0.66%	31