Keystone Financial Group (Kentucky)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Keystone Financial Group (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
2023 Q4	–	Sell	-118,319	Closed	-$5.59M	–	309
2023 Q3	$5.59M	Sell	118,319 -1,384	-1%	-$65.8K	0.94%	22
2023 Q2	$5.71M	Buy	+119,703	New	+$5.74M	0.97%	22
2022 Q4	$5.4M	Buy	113,966 +1,637	+1%	+$77.4K	1.07%	21
2022 Q3	$5.32M	Sell	112,329 -68	-0.1%	-$3.28K	1.08%	22
2022 Q2	$5.43M	Sell	112,397 -13,433	-11%	-$653K	1.08%	20
2022 Q1	$6.16M	Buy	+125,830	New	+$6.23M	1.05%	20

Other funds holding LMBS

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s LMBS Position: Q4 2023 in Review

Keystone Financial Group (Kentucky) sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2023, closing a stake of 118,319 shares — an estimated $5.59M sold.

Keystone Financial Group (Kentucky) first reported a position in LMBS in Q1 2022 and held it in 6 quarters. The position peaked at $6.16M in Q1 2022. 378 funds tracked by Wall St. Rank hold LMBS as of Q4 2023.

Keystone Financial Group (Kentucky) reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2023 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 118,319 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2023, an estimated $5.59M.
Keystone Financial Group (Kentucky) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and held it in 6 quarters.
Keystone Financial Group (Kentucky)'s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.16M in Q1 2022.
378 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2023.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2023, filed 9 Feb 2024.