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

Keystone Financial Services (Colorado)’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 Q3	–	Sell	-4,815	Closed	-$230K	–	79
2023 Q2	$230K	Sell	4,815 -1	-0%	-$48	0.12%	69
2023 Q1	$231K	Sell	4,816 -60	-1%	-$2.87K	0.12%	67
2022 Q4	$234K	Sell	4,876 -77	-2%	-$3.64K	0.13%	70
2022 Q3	$233K	Sell	4,953 -463	-9%	-$22.3K	0.14%	69
2022 Q2	$263K	Sell	5,416 -126	-2%	-$6.12K	0.14%	68
2022 Q1	$270K	Buy	+5,542	New	+$274K	0.16%	63

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 Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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