626 Financial’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 | $770K | Sell |
15,640
-393
| -2% | -$19.4K | 0.36% | 47 |
|
|
2025
Q1 | $788K | Sell |
16,033
-103
| -0.6% | -$5.06K | 0.41% | 42 |
|
|
2024
Q4 | $785K | Buy |
16,136
+485
| +3% | +$23.6K | 0.42% | 44 |
|
|
2024
Q3 | $773K | Sell |
15,651
-1,458
| -9% | -$72K | 0.43% | 45 |
|
|
2024
Q2 | $822K | Sell |
17,109
-604
| -3% | -$29K | 0.48% | 43 |
|
|
2024
Q1 | $855K | Sell |
17,713
-3,247
| -15% | -$157K | 0.51% | 39 |
|
|
2023
Q4 | $1.01M | Sell |
20,960
-7,430
| -26% | -$359K | 0.67% | 31 |
|
|
2023
Q3 | $1.34M | Sell |
28,390
-4,352
| -13% | -$206K | 0.91% | 21 |
|
|
2023
Q2 | $1.56M | Sell |
32,742
-626
| -2% | -$29.8K | 1% | 20 |
|
|
2023
Q1 | $1.6M | Sell |
33,368
-16,150
| -33% | -$773K | 1.06% | 20 |
|
|
2022
Q4 | $2.35M | Buy |
49,518
+6,237
| +14% | +$296K | 1.63% | 13 |
|
|
2022
Q3 | $2.05M | Sell |
43,281
-17,325
| -29% | -$820K | 1.66% | 15 |
|
|
2022
Q2 | $2.93M | Buy |
60,606
+5,169
| +9% | +$250K | 2.22% | 8 |
|
|
2022
Q1 | $2.71M | Sell |
55,437
-19,823
| -26% | -$970K | 1.74% | 13 |
|
|
2021
Q4 | $3.76M | Buy |
+75,260
| New | +$3.76M | 2.3% | 9 |
|
|
2021
Q1 | $2.71M | Buy |
+55,437
| New | +$2.71M | 1.74% | 13 |
|