Advisor Resource Council’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Advisor Resource Council’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
2023 Q2	–	Sell	-10,893	Closed	-$523K	–	227
2023 Q1	$523K	Buy	+10,893	New	+$521K	0.13%	168
2022 Q3	–	Sell	-4,769	Closed	-$230K	–	339
2022 Q2	$230K	Buy	4,769 +312	+7%	+$15.2K	0.02%	432
2022 Q1	$218K	Sell	4,457 -1,305	-23%	-$64.6K	0.07%	190
2021 Q4	$288K	Sell	5,762 -372	-6%	-$18.7K	0.02%	445
2021 Q3	$310K	Sell	6,134 -2,760	-31%	-$140K	0.09%	167
2021 Q2	$452K	Buy	+8,894	New	+$454K	0.05%	317

Other funds holding LMBS

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

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

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Envestnet Asset Management

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return