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

Cypress Capital’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
2024 Q1	–	Sell	-6,068	Closed	-$293K	–	82
2023 Q4	$293K	Hold	6,068	–	–	0.08%	69
2023 Q3	$287K	Hold	6,068	–	–	0.08%	68
2023 Q2	$289K	Hold	6,068	–	–	0.08%	65
2023 Q1	$290K	Hold	6,068	–	–	0.09%	60
2022 Q4	$288K	Sell	6,068 -62	-1%	-$2.93K	0.09%	74
2022 Q3	$290K	Buy	6,130 +783	+15%	+$37.8K	0.1%	79
2022 Q2	$258K	Hold	5,347	–	–	0.04%	157
2022 Q1	$262K	Hold	5,347	–	–	0.03%	180
2021 Q4	$267K	Buy	+5,347	New	+$269K	0.03%	183

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

Royal Bank of Canada

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

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

First Trust Advisors

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management

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