American 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.1M | Sell |
343,764
-912
| -0.3% | -$45.7K | 2.28% | 15 |
|
|
2025
Q4 | $17.2M | Buy |
344,676
+7,227
| +2% | +$361K | 2.22% | 15 |
|
|
2025
Q3 | $16.8M | Sell |
337,449
-3,768
| -1% | -$187K | 2.16% | 15 |
|
|
2025
Q2 | $16.8M | Sell |
341,217
-2,469
| -0.7% | -$121K | 2.35% | 16 |
|
|
2025
Q1 | $16.9M | Sell |
343,686
-3,081
| -0.9% | -$151K | 2.45% | 15 |
|
|
2024
Q4 | $16.9M | Sell |
346,767
-6,297
| -2% | -$308K | 2.38% | 15 |
|
|
2024
Q3 | $17.4M | Sell |
353,064
-10,881
| -3% | -$533K | 2.38% | 15 |
|
|
2024
Q2 | $17.5M | Sell |
363,945
-172,934
| -32% | -$8.3M | 2.49% | 15 |
|
|
2024
Q1 | $25.9M | Buy |
536,879
+997
| +0.2% | +$48.1K | 3.65% | 11 |
|
|
2023
Q4 | $25.9M | Sell |
535,882
-10,318
| -2% | -$489K | 3.83% | 10 |
|
|
2023
Q3 | $25.8M | Sell |
546,200
-7,169
| -1% | -$341K | 4.07% | 10 |
|
|
2023
Q2 | $26.4M | Sell |
553,369
-887
| -0.2% | -$42.5K | 4.13% | 8 |
|
|
2023
Q1 | $26.5M | Buy |
554,256
+195
| +0% | +$9.34K | 4.32% | 7 |
|
|
2022
Q4 | $26.3M | Sell |
554,061
-8,863
| -2% | -$419K | 4.45% | 7 |
|
|
2022
Q3 | $26.7M | Buy |
+562,924
| New | +$27.2M | 4.6% | 6 |
|
|
2022
Q2 | – | Sell |
-568,890
| Closed | -$27.8M | – | 118 |
|
|
2022
Q1 | $27.8M | Sell |
568,890
-77,596
| -12% | -$3.84M | 3.87% | 9 |
|
|
2021
Q4 | $32.3M | Buy |
646,486
+132,578
| +26% | +$6.66M | 4.11% | 8 |
|
|
2021
Q3 | $26M | Buy |
513,908
+25,899
| +5% | +$1.31M | 3.47% | 11 |
|
|
2021
Q2 | $24.8M | Buy |
488,009
+25,124
| +5% | +$1.28M | 3.42% | 11 |
|
|
2021
Q1 | $23.6M | Buy |
462,885
+78,642
| +20% | +$4.04M | 3.51% | 12 |
|
|
2020
Q4 | $19.8M | Buy |
384,243
+6,050
| +2% | +$312K | 2.82% | 14 |
|
|
2020
Q3 | $19.5M | Sell |
378,193
-10,821
| -3% | -$560K | 3.18% | 12 |
|
|
2020
Q2 | $20.1M | Sell |
389,014
-1,068
| -0.3% | -$55.1K | 3.22% | 12 |
|
|
2020
Q1 | $20.1M | Sell |
390,082
-105,919
| -21% | -$5.5M | 3.6% | 7 |
|
|
2019
Q4 | $25.8M | Sell |
496,001
-60,809
| -11% | -$3.16M | 4.52% | 3 |
|
|
2019
Q3 | $28.9M | Buy |
556,810
+43,204
| +8% | +$2.24M | 5.47% | 4 |
|
|
2019
Q2 | $26.5M | Buy |
513,606
+57,429
| +13% | +$2.95M | 5.18% | 5 |
|
|
2019
Q1 | $23.4M | Buy |
456,177
+449,553
| +6,787% | +$23M | 4.77% | 5 |
|
|
2018
Q4 | $338K | Buy |
+6,624
| New | +$337K | 0.07% | 65 |
|
Other funds holding LMBS
