Independence Bank of Kentucky’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Independence Bank of Kentucky’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	-20	Closed	-$966	–	534
2023 Q4	$966	Buy	+20	New	+$948	﹤0.01%	513

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Independence Bank of Kentucky's LMBS Position: Q1 2024 in Review

Independence Bank of Kentucky sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2024, closing a stake of 20 shares — an estimated $966 sold.

Independence Bank of Kentucky first reported a position in LMBS in Q4 2023 and held it in 1 quarter. The position peaked at $966 in Q4 2023. 374 funds tracked by Wall St. Rank hold LMBS as of Q1 2024.

Independence Bank of Kentucky reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2024 after selling out during the quarter.
Independence Bank of Kentucky sold 20 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2024, an estimated $966.
Independence Bank of Kentucky first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and held it in 1 quarter.
Independence Bank of Kentucky's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $966 in Q4 2023.
374 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2024.

Based on Independence Bank of Kentucky's 13F filing for Q1 2024, filed 16 Apr 2024.