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

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-2,255	Closed	-$112K	–	256
2021 Q4	$112K	Hold	2,255	–	–	0.06%	151
2021 Q3	$114K	Hold	2,255	–	–	0.06%	151
2021 Q2	$115K	Hold	2,255	–	–	0.06%	150
2021 Q1	$115K	Sell	2,255 -1,700	-43%	-$87.3K	0.07%	146
2020 Q4	$204K	Buy	3,955 +1,700	+75%	+$87.7K	0.13%	100
2020 Q3	$116K	Buy	2,255 +975	+76%	+$50.4K	0.08%	123
2020 Q2	$66K	Hold	1,280	–	–	0.06%	157
2020 Q1	$66K	Buy	1,280 +980	+327%	+$50.9K	0.07%	149
2019 Q4	$16K	Buy	+300	New	+$15.6K	0.01%	257

Other funds holding LMBS

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada

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

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return