Anfield Capital Management’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 | $4.02M | Buy |
81,655
+1,879
| +2% | +$92.6K | 1.33% | 22 |
|
2025
Q1 | $3.92M | Buy |
79,776
+14,388
| +22% | +$707K | 1.45% | 20 |
|
2024
Q4 | $3.18M | Sell |
65,388
-2,640
| -4% | -$128K | 1.15% | 21 |
|
2024
Q3 | $3.36M | Buy |
+68,028
| New | +$3.36M | 1.28% | 20 |
|
2021
Q3 | – | Sell |
-29,645
| Closed | -$1.51M | – | 199 |
|
2021
Q2 | $1.51M | Buy |
29,645
+16,958
| +134% | +$863K | 0.57% | 34 |
|
2021
Q1 | $648K | Buy |
12,687
+4,970
| +64% | +$254K | 0.26% | 62 |
|
2020
Q4 | $397K | Buy |
7,717
+2,415
| +46% | +$124K | 0.17% | 71 |
|
2020
Q3 | $274K | Buy |
+5,302
| New | +$274K | 0.16% | 60 |
|