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

TruWealth 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	-6,449	Closed	-$305K	–	155
2023 Q3	$305K	Hold	6,449	–	–	0.03%	110
2023 Q2	$307K	Sell	6,449 -1,230	-16%	-$59K	0.03%	109
2023 Q1	$368K	Hold	7,679	–	–	0.03%	101
2022 Q4	$364K	Sell	7,679 -1,330	-15%	-$62.9K	0.04%	101
2022 Q3	$427K	Buy	9,009 +252	+3%	+$12.2K	0.05%	85
2022 Q2	$423K	Hold	8,757	–	–	0.05%	87
2022 Q1	$429K	Hold	8,757	–	–	0.04%	78
2021 Q4	$438K	Sell	8,757 -500	-5%	-$25.1K	0.04%	81
2021 Q3	$468K	Hold	9,257	–	–	0.05%	79
2021 Q2	$471K	Buy	+9,257	New	+$473K	0.06%	76

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