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

WBI Investments’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
2019 Q1	–	Sell	-170,779	Closed	-$8.72M	–	229
2018 Q4	$8.72M	Buy	170,779 +142,013	+494%	+$7.23M	0.98%	20
2018 Q3	$1.47M	Buy	+28,766	New	+$1.47M	0.08%	184
2018 Q2	–	Sell	-349,837	Closed	-$18M	–	269
2018 Q1	$18M	Sell	349,837 -486,636	-58%	-$25.1M	0.92%	30
2017 Q4	$43.2M	Buy	+836,473	New	+$43.4M	2%	12

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WBI Investments's LMBS Position: Q1 2019 in Review

WBI Investments sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2019, closing a stake of 170,779 shares — an estimated $8.72M sold.

WBI Investments first reported a position in LMBS in Q4 2017 and held it in 4 quarters. The position peaked at $43.2M in Q4 2017. 198 funds tracked by Wall St. Rank hold LMBS as of Q1 2019.

WBI Investments reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2019 after selling out during the quarter.
WBI Investments sold 170,779 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2019, an estimated $8.72M.
WBI Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2017 and held it in 4 quarters.
WBI Investments's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $43.2M in Q4 2017.
198 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2019.

Based on WBI Investments's 13F filing for Q1 2019, filed 8 May 2019.