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

Keel Point’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
2022 Q2	–	Sell	-6,577	Closed	-$322K	–	276
2022 Q1	$322K	Buy	+6,577	New	+$326K	0.05%	197

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Keel Point's LMBS Position: Q2 2022 in Review

Keel Point sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2022, closing a stake of 6,577 shares — an estimated $322K sold.

Keel Point first reported a position in LMBS in Q1 2022 and held it in 1 quarter. The position peaked at $322K in Q1 2022. 383 funds tracked by Wall St. Rank hold LMBS as of Q2 2022.

Keel Point reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2022 after selling out during the quarter.
Keel Point sold 6,577 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2022, an estimated $322K.
Keel Point first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and held it in 1 quarter.
Keel Point's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $322K in Q1 2022.
383 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2022.

Based on Keel Point's 13F filing for Q2 2022, filed 11 Aug 2022.