BF
LMBS icon

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

BOK Financial’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
Q1 		– Sell
-18,696
Closed -$886K – 1219
2022
Q4 		$886K Buy
18,696
+582
+3% +$27.5K 0.02% 544
2022
Q3 		$858K Buy
+18,114
New +$874K 0.02% 535
2022
Q1 		– Sell
-23,169
Closed -$1.16M – 1002
2021
Q4 		$1.16M Buy
23,169
+13,451
+138% +$676K 0.02% 538
2021
Q3 		$491K Buy
+9,718
New +$493K 0.01% 732
2021
Q1 		$498K Buy
9,738
+3,605
+59% +$185K 0.01% 690
2020
Q4 		$316K Buy
+6,133
New +$316K 0.01% 759

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return