Mach-1 Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Mach-1 Financial Group’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
2024 Q1	–	Sell	-83,826	Closed	-$4.05M	–	150
2023 Q4	$4.05M	Buy	83,826 +6,298	+8%	+$299K	1.54%	14
2023 Q3	$3.66M	Buy	77,528 +2,460	+3%	+$117K	1.52%	13
2023 Q2	$3.58M	Buy	75,068 +35,245	+89%	+$1.69M	1.01%	20
2023 Q1	$149M	Buy	39,823 +5,865	+17%	+$281K	0.95%	25
2022 Q4	$1.61M	Buy	33,958 +30,101	+780%	+$1.42M	0.53%	34
2022 Q3	$181K	Buy	3,857 +437	+13%	+$21.1K	0.19%	43
2022 Q2	$165K	Buy	+3,420	New	+$166K	0.11%	51

Other funds holding LMBS

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management

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