Apollon Wealth 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 | $2.27M | Sell |
46,010
-2,143
| -4% | -$106K | 0.04% | 338 |
|
|
2025
Q1 | $2.37M | Sell |
48,153
-8,975
| -16% | -$441K | 0.05% | 291 |
|
|
2024
Q4 | $2.78M | Buy |
57,128
+28,233
| +98% | +$1.37M | 0.06% | 276 |
|
|
2024
Q3 | $1.43M | Buy |
28,895
+1,770
| +7% | +$87.5K | 0.04% | 383 |
|
|
2024
Q2 | $1.3M | Buy |
27,125
+6,222
| +30% | +$299K | 0.04% | 386 |
|
|
2024
Q1 | $1.01M | Buy |
20,903
+3,741
| +22% | +$181K | 0.03% | 472 |
|
|
2023
Q4 | $829K | Sell |
17,162
-857
| -5% | -$41.4K | 0.03% | 513 |
|
|
2023
Q3 | $851K | Buy |
18,019
+1,310
| +8% | +$61.9K | 0.04% | 403 |
|
|
2023
Q2 | $797K | Buy |
16,709
+4,981
| +42% | +$237K | 0.04% | 461 |
|
|
2023
Q1 | $561K | Buy |
11,728
+3,689
| +46% | +$177K | 0.03% | 500 |
|
|
2022
Q4 | $381K | Sell |
8,039
-1,648
| -17% | -$78.1K | 0.03% | 592 |
|
|
2022
Q3 | $459K | Sell |
9,687
-670
| -6% | -$31.7K | 0.04% | 473 |
|
|
2022
Q2 | $500K | Buy |
10,357
+1,224
| +13% | +$59.1K | 0.04% | 427 |
|
|
2022
Q1 | $447K | Sell |
9,133
-3,094
| -25% | -$151K | 0.03% | 489 |
|
|
2021
Q4 | $611K | Buy |
+12,227
| New | +$611K | 0.05% | 411 |
|