AIFG Consultants’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 | $2.09M | Sell |
42,341
-2,945
| -7% | -$145K | 4.07% | 6 |
|
2025
Q1 | $2.23M | Sell |
45,286
-2,843
| -6% | -$140K | 3.67% | 7 |
|
2024
Q4 | $2.34M | Buy |
48,129
+17,497
| +57% | +$852K | 3.82% | 8 |
|
2024
Q3 | $1.51M | Sell |
30,632
-5,047
| -14% | -$249K | 1.15% | 17 |
|
2024
Q2 | $1.71M | Sell |
35,679
-743
| -2% | -$35.7K | 1.27% | 18 |
|
2024
Q1 | $1.76M | Sell |
36,422
-21,220
| -37% | -$1.02M | 1.27% | 17 |
|
2023
Q4 | $2.79M | Buy |
57,642
+36,625
| +174% | +$1.77M | 2.12% | 15 |
|
2023
Q3 | $993K | Sell |
21,017
-3,846
| -15% | -$182K | 0.82% | 15 |
|
2023
Q2 | $1.19M | Sell |
24,863
-116
| -0.5% | -$5.53K | 0.95% | 15 |
|
2023
Q1 | $1.2M | Sell |
24,979
-18,795
| -43% | -$900K | 1.01% | 15 |
|
2022
Q4 | $2.08M | Buy |
+43,774
| New | +$2.08M | 2.02% | 15 |
|