Advisornet 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $223K | Sell |
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|
2025
Q2 | $285K | Buy |
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|
2025
Q1 | $215K | Buy |
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|
2024
Q4 | $81.1K | Hold |
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|
2024
Q3 | $82.4K | Buy |
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|
2024
Q2 | $78K | Buy |
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|
2024
Q1 | $37.4K | Sell |
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|
2023
Q4 | $52.4K | Sell |
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|
2023
Q3 | $61.2K | Sell |
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|
2023
Q2 | $73.9K | Sell |
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|
2023
Q1 | $79.2K | Buy |
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|
2022
Q4 | $72.3K | Hold |
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|
2022
Q3 | $72K | Sell |
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|
2022
Q2 | $91K | Hold |
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|
2022
Q1 | $92K | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.69M | Sell |
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|
2021
Q1 | $1.8M | Buy |
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|
2020
Q4 | $1.65M | Buy |
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|
2020
Q3 | $1.18M | Buy |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | $189K | Buy |
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|
2019
Q4 | $5K | Hold |
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|
2019
Q3 | $5K | Hold |
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|
2019
Q2 | $5K | Hold |
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|
2019
Q1 | $5K | Hold |
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|
2018
Q4 | $5K | Hold |
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|
2018
Q3 | $5K | Sell |
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|
2018
Q2 | $11K | Sell |
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|
2018
Q1 | $100K | Buy |
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