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	–	1238
2021 Q1	$8K	Buy	+154	New	+$7.91K	﹤0.01%	1423
2020 Q3	–	Sell	-784	Closed	-$41K	–	1903
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	–	1627
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 $1.89T AUM 35.08% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

RJA

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Valeo Financial Advisors's LMBS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2021, closing a stake of 154 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in LMBS in Q2 2018 and held it in 8 quarters. The position peaked at $41K in Q2 2020. 365 funds tracked by Wall St. Rank hold LMBS as of Q2 2021.

Valeo Financial Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 154 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2021, an estimated $8K.
Valeo Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2018 and held it in 8 quarters.
Valeo Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $41K in Q2 2020.
365 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.