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Wealthspire Advisors (Maryland)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-57
Closed -$3K – 1320
2019
Q1 		$3K Buy
+57
New +$2.92K ﹤0.01% 2017

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Bank of America
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LPL Financial
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UCFA
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RJA
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RJFSA
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Envestnet Asset Management
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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LMBS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2019, closing a stake of 57 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in LMBS in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 209 funds tracked by Wall St. Rank hold LMBS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 57 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3K in Q1 2019.
  • 209 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.