Ameritas Advisory Services’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 | $7.47M | Sell |
151,651
-44,772
| -23% | -$2.21M | 0.39% | 42 |
|
2025
Q1 | $9.63M | Sell |
196,423
-10,248
| -5% | -$502K | 0.39% | 47 |
|
2024
Q4 | $10.1M | Sell |
206,671
-8,647
| -4% | -$421K | 0.35% | 56 |
|
2024
Q3 | $10.6M | Buy |
215,318
+13,776
| +7% | +$681K | 0.46% | 46 |
|
2024
Q2 | $9.68M | Sell |
201,542
-8,778
| -4% | -$422K | 0.37% | 54 |
|
2024
Q1 | $10.1M | Buy |
210,320
+11,800
| +6% | +$567K | 0.42% | 50 |
|
2023
Q4 | $9.59M | Sell |
198,520
-39,450
| -17% | -$1.91M | 0.53% | 47 |
|
2023
Q3 | $11.2M | Buy |
237,970
+138,171
| +138% | +$6.51M | 0.56% | 38 |
|
2023
Q2 | $4.72M | Sell |
99,799
-126,869
| -56% | -$6M | 0.61% | 31 |
|
2023
Q1 | $10.9M | Sell |
226,668
-30,624
| -12% | -$1.47M | 0.54% | 36 |
|
2022
Q4 | $12.2M | Buy |
257,292
+28,580
| +12% | +$1.35M | 0.57% | 35 |
|
2022
Q3 | $10.8M | Buy |
228,712
+39,940
| +21% | +$1.89M | 0.65% | 29 |
|
2022
Q2 | $9.12M | Sell |
188,772
-36,578
| -16% | -$1.77M | 0.53% | 37 |
|
2022
Q1 | $11M | Sell |
225,350
-50,811
| -18% | -$2.49M | 0.4% | 47 |
|
2021
Q4 | $13.8M | Buy |
+276,161
| New | +$13.8M | 0.5% | 42 |
|