Key Client Fiduciary Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Key Client Fiduciary Advisors’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
2025 Q3	–	Sell	-6,540	Closed	-$322K	–	228
2025 Q2	$322K	Hold	6,540	–	–	0.13%	149
2025 Q1	$322K	Hold	6,540	–	–	0.15%	139
2024 Q4	$318K	Sell	6,540 -1,035	-14%	-$50.6K	0.14%	142
2024 Q3	$374K	Hold	7,575	–	–	0.17%	127
2024 Q2	$364K	Hold	7,575	–	–	0.18%	122
2024 Q1	$365K	Buy	+7,575	New	+$365K	0.19%	125
2022 Q2	–	Sell	-8,965	Closed	-$439K	–	121
2022 Q1	$439K	Sell	8,965 -1,500	-14%	-$74.3K	0.35%	68
2021 Q4	$523K	Buy	+10,465	New	+$526K	0.43%	61

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Key Client Fiduciary Advisors's LMBS Position: Q3 2025 in Review

Key Client Fiduciary Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2025, closing a stake of 6,540 shares — an estimated $322K sold.

Key Client Fiduciary Advisors first reported a position in LMBS in Q4 2021 and held it in 8 quarters. The position peaked at $523K in Q4 2021. 398 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.

Key Client Fiduciary Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2025 after selling out during the quarter.
Key Client Fiduciary Advisors sold 6,540 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $322K.
Key Client Fiduciary Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and held it in 8 quarters.
Key Client Fiduciary Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $523K in Q4 2021.
398 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.