Abbot Financial Management’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 | $1.86M | Buy |
37,789
+8,871
| +31% | +$437K | 0.86% | 31 |
|
|
2025
Q1 | $1.42M | Buy |
28,918
+259
| +0.9% | +$12.7K | 0.74% | 37 |
|
|
2024
Q4 | $1.39M | Buy |
28,659
+6,975
| +32% | +$339K | 0.69% | 40 |
|
|
2024
Q3 | $1.07M | Buy |
21,684
+2,037
| +10% | +$101K | 0.54% | 48 |
|
|
2024
Q2 | $944K | Sell |
19,647
-367
| -2% | -$17.6K | 0.51% | 54 |
|
|
2024
Q1 | $966K | Buy |
20,014
+1,077
| +6% | +$52K | 0.53% | 52 |
|
|
2023
Q4 | $915K | Buy |
18,937
+238
| +1% | +$11.5K | 0.55% | 52 |
|
|
2023
Q3 | $883K | Sell |
18,699
-406
| -2% | -$19.2K | 0.59% | 49 |
|
|
2023
Q2 | $911K | Buy |
+19,105
| New | +$911K | 0.58% | 51 |
|