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	0.36%	68
2021 Q4	$523K	Buy	+10,465	New	+$526K	0.44%	61

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

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 $528B 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

First Trust Advisors

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return