Wealth & Pension Services Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Wealth & Pension Services Group’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 Q3	$345K	Buy	6,635 +180	+3%	+$9.34K	0.25%	90
2019 Q2	$334K	Buy	6,455 +2,260	+54%	+$116K	0.24%	89
2019 Q1	$215K	Buy	+4,195	New	+$215K	0.17%	106

Other funds holding LMBS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RJA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

Wealth & Pension Services Group's LMBS Position: Q3 2019 in Review

Wealth & Pension Services Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.8% in Q3 2019, buying an estimated $9.34K and bringing the position to 6,635 shares worth $345K. The position accounts for 0.25% of the portfolio, ranked #90.

Wealth & Pension Services Group first reported a position in LMBS in Q1 2019 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold LMBS as of Q3 2019.

Wealth & Pension Services Group held 6,635 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $345K as of Q3 2019.
Wealth & Pension Services Group bought 180 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2019, an estimated $9.34K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.25% of Wealth & Pension Services Group's portfolio in Q3 2019, its #90 holding.
Wealth & Pension Services Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 3 quarters since.
231 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.