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

Goldstone Financial Group’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
2026 Q1	$461K	Sell	9,258 -367	-4%	-$18.4K	0.05%	171
2025 Q4	$481K	Buy	9,625 +1,407	+17%	+$70.3K	0.05%	164
2025 Q3	$409K	Sell	8,218 -351	-4%	-$17.4K	0.05%	173
2025 Q2	$422K	Buy	8,569 +3,032	+55%	+$148K	0.06%	165
2025 Q1	$272K	Buy	+5,537	New	+$271K	0.04%	177
2023 Q4	–	Sell	-18,410	Closed	-$870K	–	165
2023 Q3	$870K	Buy	18,410 +2,051	+13%	+$97.5K	0.26%	77
2023 Q2	$780K	Buy	16,359 +5,105	+45%	+$245K	0.23%	80
2023 Q1	$539K	Buy	+11,254	New	+$539K	0.18%	83

Other funds holding LMBS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors

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