1776 Wealth’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Sell |
9,757
-1,850
| -16% | -$91.1K | 0.2% | 92 |
|
|
2025
Q1 | $571K | Sell |
11,607
-1,950
| -14% | -$95.9K | 0.26% | 74 |
|
|
2024
Q4 | $660K | Hold |
13,557
| – | – | 0.3% | 64 |
|
|
2024
Q3 | $670K | Hold |
13,557
| – | – | 0.3% | 63 |
|
|
2024
Q2 | $651K | Hold |
13,557
| – | – | 0.29% | 65 |
|
|
2024
Q1 | $654K | Hold |
13,557
| – | – | 0.31% | 62 |
|
|
2023
Q4 | $655K | Hold |
13,557
| – | – | 0.32% | 54 |
|
|
2023
Q3 | $640K | Sell |
13,557
-1,515
| -10% | -$71.6K | 0.34% | 53 |
|
|
2023
Q2 | $718K | Hold |
15,072
| – | – | 0.38% | 46 |
|
|
2023
Q1 | $721K | Hold |
15,072
| – | – | 0.43% | 40 |
|
|
2022
Q4 | $715K | Hold |
15,072
| – | – | 0.51% | 38 |
|
|
2022
Q3 | $714K | Hold |
15,072
| – | – | 0.54% | 35 |
|
|
2022
Q2 | $728K | Hold |
15,072
| – | – | 0.51% | 36 |
|
|
2022
Q1 | $738K | Hold |
15,072
| – | – | 0.43% | 38 |
|
|
2021
Q4 | $753K | Hold |
15,072
| – | – | 0.4% | 43 |
|
|
2021
Q3 | $762K | Sell |
15,072
-2,387
| -14% | -$121K | 0.43% | 41 |
|
|
2021
Q2 | $889K | Buy |
17,459
+3,800
| +28% | +$193K | 0.5% | 38 |
|
|
2021
Q1 | $697K | Buy |
13,659
+387
| +3% | +$19.7K | 0.44% | 39 |
|
|
2020
Q4 | $683K | Buy |
13,272
+3,875
| +41% | +$199K | 0.43% | 40 |
|
|
2020
Q3 | $485K | Hold |
9,397
| – | – | 0.35% | 46 |
|
|
2020
Q2 | $485K | Sell |
9,397
-9,233
| -50% | -$477K | 0.33% | 45 |
|
|
2020
Q1 | $957K | Buy |
18,630
+9,315
| +100% | +$479K | 0.4% | 38 |
|
|
2019
Q4 | $482K | Buy |
+9,315
| New | +$482K | 0.41% | 40 |
|