Acorn Wealth Advisors’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
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|
2025
Q1 | $465K | Sell |
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|
2024
Q4 | $462K | Sell |
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|
2024
Q3 | $539K | Buy |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $498K | Sell |
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|
2023
Q4 | $509K | Sell |
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $594K | Sell |
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|
2023
Q1 | $601K | Sell |
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|
2022
Q4 | $599K | Sell |
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|
2022
Q3 | $683K | Sell |
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|
2022
Q2 | $768K | Buy |
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|
2022
Q1 | $526K | Buy |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $287K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $283K | Buy |
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|
2020
Q2 | $282K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $376K | Hold |
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|
2018
Q2 | $379K | Hold |
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|
2018
Q1 | $379K | Buy |
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|
2017
Q4 | $310K | Buy |
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