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

TCI Wealth 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
2018 Q1	–	Sell	-97	Closed	-$5K	–	1404
2017 Q4	$5K	Buy	+97	New	+$5.03K	﹤0.01%	787

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

TCI Wealth Advisors's LMBS Position: Q1 2018 in Review

TCI Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2018, closing a stake of 97 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in LMBS in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 115 funds tracked by Wall St. Rank hold LMBS as of Q1 2018.

TCI Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2018 after selling out during the quarter.
TCI Wealth Advisors sold 97 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2018, an estimated $5K.
TCI Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2017 and held it in 1 quarter.
TCI Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $5K in Q4 2017.
115 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2018.

Based on TCI Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.