Cary Street Partners Investment Advisory’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-989	Closed	-$46.7K	–	1309
2023 Q3	$46.7K	Hold	989	–	–	﹤0.01%	887
2023 Q2	$47.1K	Hold	989	–	–	﹤0.01%	831
2023 Q1	$47.3K	Hold	989	–	–	﹤0.01%	756
2022 Q4	$46.9K	Buy	+989	New	+$46.9K	﹤0.01%	765