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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
5,792
+1,413
| +32% | +$69.6K | 0.02% | 489 |
|
|
2025
Q1 | $215K | Buy |
4,379
+2,712
| +163% | +$133K | 0.02% | 525 |
|
|
2024
Q4 | $81.1K | Hold |
1,667
| – | – | 0.01% | 735 |
|
|
2024
Q3 | $82.4K | Buy |
1,667
+44
| +3% | +$2.17K | 0.01% | 753 |
|
|
2024
Q2 | $78K | Buy |
1,623
+848
| +109% | +$40.7K | 0.01% | 694 |
|
|
2024
Q1 | $37.4K | Sell |
775
-310
| -29% | -$15K | ﹤0.01% | 898 |
|
|
2023
Q4 | $52.4K | Sell |
1,085
-210
| -16% | -$10.1K | ﹤0.01% | 799 |
|
|
2023
Q3 | $61.2K | Sell |
1,295
-255
| -16% | -$12K | 0.01% | 733 |
|
|
2023
Q2 | $73.9K | Sell |
1,550
-105
| -6% | -$5.01K | 0.01% | 713 |
|
|
2023
Q1 | $79.2K | Buy |
1,655
+130
| +9% | +$6.22K | 0.01% | 677 |
|
|
2022
Q4 | $72.3K | Hold |
1,525
| – | – | 0.01% | 700 |
|
|
2022
Q3 | $72K | Sell |
1,525
-363
| -19% | -$17.1K | 0.01% | 737 |
|
|
2022
Q2 | $91K | Hold |
1,888
| – | – | 0.01% | 695 |
|
|
2022
Q1 | $92K | Sell |
1,888
-20,013
| -91% | -$975K | 0.01% | 780 |
|
|
2021
Q4 | $1.1M | Sell |
21,901
-11,714
| -35% | -$586K | 0.07% | 243 |
|
|
2021
Q3 | $1.7M | Buy |
33,615
+453
| +1% | +$22.9K | 0.12% | 164 |
|
|
2021
Q2 | $1.69M | Sell |
33,162
-2,045
| -6% | -$104K | 0.11% | 175 |
|
|
2021
Q1 | $1.8M | Buy |
35,207
+3,127
| +10% | +$160K | 0.13% | 165 |
|
|
2020
Q4 | $1.65M | Buy |
32,080
+9,310
| +41% | +$479K | 0.13% | 152 |
|
|
2020
Q3 | $1.18M | Buy |
22,770
+17,937
| +371% | +$927K | 0.1% | 187 |
|
|
2020
Q2 | $250K | Buy |
4,833
+1,121
| +30% | +$58K | 0.02% | 456 |
|
|
2020
Q1 | $189K | Buy |
3,712
+3,613
| +3,649% | +$184K | 0.02% | 478 |
|
|
2019
Q4 | $5K | Hold |
99
| – | – | ﹤0.01% | 1538 |
|
|
2019
Q3 | $5K | Hold |
99
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q2 | $5K | Hold |
99
| – | – | ﹤0.01% | 1388 |
|
|
2019
Q1 | $5K | Hold |
99
| – | – | ﹤0.01% | 1324 |
|
|
2018
Q4 | $5K | Hold |
99
| – | – | ﹤0.01% | 1235 |
|
|
2018
Q3 | $5K | Sell |
99
-119
| -55% | -$6.01K | ﹤0.01% | 1281 |
|
|
2018
Q2 | $11K | Sell |
218
-1,730
| -89% | -$87.3K | ﹤0.01% | 1118 |
|
|
2018
Q1 | $100K | Buy |
+1,948
| New | +$100K | 0.01% | 530 |
|