Advisory Services Network’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Advisory Services Network’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.59M	Sell	32,303 -6,988	-18%	-$344K	0.03%	637
2025 Q1	$1.93M	Sell	39,291 -18,109	-32%	-$890K	0.04%	513
2024 Q4	$2.79M	Sell	57,400 -11,603	-17%	-$565K	0.05%	394
2024 Q3	$3.32M	Hold	69,003	–	–	0.07%	310
2024 Q2	$3.32M	Buy	69,003 +4,103	+6%	+$197K	0.07%	310
2024 Q1	$3.13M	Buy	64,900 +20,442	+46%	+$986K	0.07%	331
2023 Q4	$2.15M	Buy	44,458 +693	+2%	+$33.5K	0.05%	413
2023 Q3	$2.07M	Sell	43,765 -21,473	-33%	-$1.01M	0.06%	405
2023 Q2	$3.11M	Buy	65,238 +12,534	+24%	+$597K	0.08%	284
2023 Q1	$2.52M	Buy	52,704 +2,381	+5%	+$114K	0.07%	328
2022 Q4	$2.39M	Sell	50,323 -10,051	-17%	-$477K	0.07%	318
2022 Q3	$2.86M	Sell	60,374 -35,210	-37%	-$1.67M	0.1%	242
2022 Q2	$4.62M	Sell	95,584 -9,410	-9%	-$455K	0.16%	158
2022 Q1	$5.14M	Sell	104,994 -11,525	-10%	-$564K	0.15%	163
2021 Q4	$5.83M	Sell	116,519 -19,823	-15%	-$991K	0.17%	141
2021 Q3	$6.9M	Buy	136,342 +5,009	+4%	+$253K	0.22%	98
2021 Q2	$6.69M	Buy	131,333 +11,226	+9%	+$571K	0.21%	105
2021 Q1	$6.13M	Buy	120,107 +2,624	+2%	+$134K	0.23%	93
2020 Q4	$6.05M	Buy	117,483 +4,226	+4%	+$217K	0.24%	85
2020 Q3	$5.85M	Buy	113,257 +11,625	+11%	+$601K	0.28%	79
2020 Q2	$5.25M	Buy	101,632 +38,421	+61%	+$1.99M	0.29%	83
2020 Q1	$3.22M	Buy	63,211 +55,112	+680%	+$2.81M	0.21%	113
2019 Q4	$419K	Buy	8,099 +1,748	+28%	+$90.4K	0.02%	671
2019 Q3	$328K	Hold	6,351	–	–	0.02%	669
2019 Q2	$328K	Buy	6,351 +5,954	+1,500%	+$307K	0.02%	667
2019 Q1	$20K	Sell	397 -157	-28%	-$7.91K	﹤0.01%	1617
2018 Q4	$28K	Buy	554 +145	+35%	+$7.33K	﹤0.01%	1362
2018 Q3	$21K	Hold	409	–	–	﹤0.01%	1556
2018 Q2	$21K	Buy	+409	New	+$21K	﹤0.01%	1530
2017 Q4	–	Sell	-2,872	Closed	-$149K	–	2583
2017 Q3	$149K	Buy	+2,872	New	+$149K	0.02%	746