Sterling Investment Advisors (Pennsylvania)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2021 Q1	–	Sell	-10,000	Closed	-$515K	–	526
2020 Q4	$515K	Hold	10,000	–	–	0.17%	96
2020 Q3	$517K	Hold	10,000	–	–	0.2%	93
2020 Q2	$516K	Hold	10,000	–	–	0.21%	90
2020 Q1	$510K	Sell	10,000 -1,000	-9%	-$51.9K	0.27%	78
2019 Q4	$569K	Buy	+11,000	New	+$571K	0.26%	79

Other funds holding LMBS

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Sterling Investment Advisors (Pennsylvania)'s LMBS Position: Q1 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2021, closing a stake of 10,000 shares — an estimated $515K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in LMBS in Q4 2019 and held it in 5 quarters. The position peaked at $569K in Q4 2019. 354 funds tracked by Wall St. Rank hold LMBS as of Q1 2021.

Sterling Investment Advisors (Pennsylvania) reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2021 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 10,000 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2021, an estimated $515K.
Sterling Investment Advisors (Pennsylvania) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and held it in 5 quarters.
Sterling Investment Advisors (Pennsylvania)'s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $569K in Q4 2019.
354 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2021, filed 4 May 2021.