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Security Financial Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Security Financial Services’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
Q4 		– Sell
-4,260
Closed -$210K – 173
2024
Q3 		$210K Sell
4,260
-938
-18% -$45.9K 0.04% 160
2024
Q2 		$250K Sell
5,198
-7,643
-60% -$367K 0.05% 145
2024
Q1 		$620K Buy
12,841
+1,191
+10% +$57.4K 0.14% 88
2023
Q4 		$563K Sell
11,650
-1,040
-8% -$49.3K 0.14% 92
2023
Q3 		$599K Buy
12,690
+1,201
+10% +$57.1K 0.17% 90
2023
Q2 		$548K Buy
11,489
+2,439
+27% +$117K 0.16% 89
2023
Q1 		$433K Sell
9,050
-1,112
-11% -$53.2K 0.13% 101
2022
Q4 		$482K Buy
10,162
+481
+5% +$22.7K 0.15% 97
2022
Q3 		$458K Buy
9,681
+2,835
+41% +$137K 0.16% 93
2022
Q2 		$331K Sell
6,846
-139
-2% -$6.75K 0.11% 105
2022
Q1 		$342K Buy
6,985
+2,580
+59% +$128K 0.11% 104
2021
Q4 		$220K Buy
+4,405
New +$221K 0.07% 127

Other funds holding LMBS

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
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