AWA
Aaron Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Buy |
357,186
+4,770
| +1% | +$235K | 1.8% | 12 |
|
|
2025
Q1 | $17.3M | Buy |
352,416
+99,146
| +39% | +$4.87M | 1.99% | 10 |
|
|
2024
Q4 | $12.3M | Sell |
253,270
-15,730
| -6% | -$766K | 1.43% | 13 |
|
|
2024
Q3 | $13.3M | Buy |
269,000
+54,111
| +25% | +$2.67M | 1.58% | 14 |
|
|
2024
Q2 | $10.3M | Sell |
214,889
-2,079
| -1% | -$99.9K | 1.43% | 14 |
|
|
2024
Q1 | $10.5M | Sell |
216,968
-50,339
| -19% | -$2.43M | 1.5% | 14 |
|
|
2023
Q4 | $12.9M | Buy |
267,307
+85,415
| +47% | +$4.13M | 2.14% | 11 |
|
|
2023
Q3 | $8.59M | Buy |
+181,892
| New | +$8.59M | 1.11% | 15 |
|