Alpha Financial 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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Buy |
105,213
+7,118
| +7% | +$351K | 2% | 13 |
|
|
2025
Q1 | $4.82M | Buy |
98,095
+3,652
| +4% | +$180K | 2.14% | 11 |
|
|
2024
Q4 | $4.6M | Sell |
94,443
-50
| -0.1% | -$2.43K | 2.08% | 11 |
|
|
2024
Q3 | $4.67M | Buy |
94,493
+1,943
| +2% | +$96K | 2.07% | 12 |
|
|
2024
Q2 | $4.45M | Sell |
92,550
-1,557
| -2% | -$74.8K | 2.14% | 12 |
|
|
2024
Q1 | $4.54M | Buy |
94,107
+1,565
| +2% | +$75.5K | 2.14% | 12 |
|
|
2023
Q4 | $4.47M | Sell |
92,542
-2,927
| -3% | -$141K | 2.27% | 12 |
|
|
2023
Q3 | $4.51M | Buy |
95,469
+281
| +0.3% | +$13.3K | 2.86% | 10 |
|
|
2023
Q2 | $4.54M | Buy |
95,188
+716
| +0.8% | +$34.1K | 2.84% | 10 |
|
|
2023
Q1 | $4.52M | Sell |
94,472
-1,128
| -1% | -$54K | 3.14% | 10 |
|
|
2022
Q4 | $4.53M | Buy |
+95,600
| New | +$4.53M | 3.94% | 8 |
|