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 $1.89T 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

RJFSA

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Keystone Financial Services (Colorado)'s LMBS Position: Q3 2023 in Review

Keystone Financial Services (Colorado) sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2023, closing a stake of 4,815 shares — an estimated $230K sold.

Keystone Financial Services (Colorado) first reported a position in LMBS in Q1 2022 and held it in 6 quarters. The position peaked at $270K in Q1 2022. 372 funds tracked by Wall St. Rank hold LMBS as of Q3 2023.

Keystone Financial Services (Colorado) reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2023 after selling out during the quarter.
Keystone Financial Services (Colorado) sold 4,815 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2023, an estimated $230K.
Keystone Financial Services (Colorado) 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 Services (Colorado)'s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $270K in Q1 2022.
372 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2023.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q3 2023, filed 8 Nov 2023.