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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return