WR
LMBS icon

Watson Rebecca’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Watson Rebecca’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
Q3 		– Sell
-150
Closed -$8K – 244
2020
Q2 		$8K Buy
+150
New +$7.75K ﹤0.01% 270

Other funds holding LMBS

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Watson Rebecca's LMBS Position: Q3 2020 in Review

Watson Rebecca sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2020, closing a stake of 150 shares — an estimated $8K sold.

Watson Rebecca first reported a position in LMBS in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 310 funds tracked by Wall St. Rank hold LMBS as of Q3 2020.

  • Watson Rebecca reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2020 after selling out during the quarter.
  • Watson Rebecca sold 150 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2020, an estimated $8K.
  • Watson Rebecca first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2020 and held it in 1 quarter.
  • Watson Rebecca's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $8K in Q2 2020.
  • 310 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.