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

Valeo Financial 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
2021 Q2	–	Sell	-154	Closed	-$8K	–	1240
2021 Q1	$8K	Buy	+154	New	+$7.91K	﹤0.01%	1423
2020 Q3	–	Sell	-784	Closed	-$41K	–	1914
2020 Q2	$41K	Buy	784 +633	+419%	+$32.7K	﹤0.01%	798
2020 Q1	$8K	Buy	+151	New	+$7.84K	﹤0.01%	1168
2019 Q3	–	Sell	-25	Closed	-$1K	–	1628
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	1475
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	1459
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	1390
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	1640
2018 Q2	$1K	Buy	+25	New	+$1.28K	﹤0.01%	1477

Other funds holding LMBS

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

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

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

Bank of America

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

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

Weitzel Financial Services Dubuque, Iowa $265M AUM 13.88% 1-Year Est. Return

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

Royal Bank of Canada

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

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