Stonebridge Capital Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Stonebridge Capital Advisors’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	-67	Closed	-$3.14K	–	552
2023 Q3	$3.14K	Buy	67 +1	+2%	+$48	﹤0.01%	759
2023 Q2	$3.15K	Hold	66	–	–	﹤0.01%	764
2023 Q1	$3.14K	Buy	66 +1	+2%	+$48	﹤0.01%	761
2022 Q4	$3.08K	Buy	65 +1	+2%	+$47	﹤0.01%	756
2022 Q3	$3K	Sell	64 -39	-38%	-$1.88K	﹤0.01%	749
2022 Q2	$5K	Hold	103	–	–	﹤0.01%	710
2022 Q1	$5K	Buy	+103	New	+$5.1K	﹤0.01%	772

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

Royal Bank of Canada

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B 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

Envestnet Asset Management

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

First Trust Advisors

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