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

Strategic Investment 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
2020 Q4	–	Sell	-40,016	Closed	-$2.07M	–	203
2020 Q3	$2.07M	Buy	40,016 +3,728	+10%	+$193K	0.7%	41
2020 Q2	$1.88M	Buy	36,288 +2,915	+9%	+$151K	0.71%	41
2020 Q1	$1.7M	Buy	33,373 +826	+3%	+$42.9K	0.78%	37
2019 Q4	$1.69M	Buy	32,547 +2,734	+9%	+$142K	0.7%	36
2019 Q3	$1.55M	Buy	29,813 +2,892	+11%	+$150K	0.75%	33
2019 Q2	$1.39M	Buy	+26,921	New	+$1.38M	0.76%	36

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

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

RBA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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

Strategic Investment Advisors's LMBS Position: Q4 2020 in Review

Strategic Investment Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2020, closing a stake of 40,016 shares — an estimated $2.07M sold.

Strategic Investment Advisors first reported a position in LMBS in Q2 2019 and held it in 6 quarters. The position peaked at $2.07M in Q3 2020. 358 funds tracked by Wall St. Rank hold LMBS as of Q4 2020.

Strategic Investment Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2020 after selling out during the quarter.
Strategic Investment Advisors sold 40,016 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2020, an estimated $2.07M.
Strategic Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2019 and held it in 6 quarters.
Strategic Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.07M in Q3 2020.
358 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2020.

Based on Strategic Investment Advisors's 13F filing for Q4 2020, filed 13 Jan 2021.