Aptus Capital 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 | $54K | Buy |
1,097
+272
| +33% | +$13.4K | ﹤0.01% | 1157 |
|
|
2025
Q1 | $40.6K | Hold |
825
| – | – | ﹤0.01% | 1132 |
|
|
2024
Q4 | $40.2K | Hold |
825
| – | – | ﹤0.01% | 1130 |
|
|
2024
Q3 | $40.8K | Sell |
825
-15
| -2% | -$741 | ﹤0.01% | 960 |
|
|
2024
Q2 | $40.4K | Hold |
840
| – | – | ﹤0.01% | 913 |
|
|
2024
Q1 | $40.5K | Sell |
840
-38
| -4% | -$1.83K | ﹤0.01% | 909 |
|
|
2023
Q4 | $42.4K | Sell |
878
-1,045
| -54% | -$50.5K | ﹤0.01% | 690 |
|
|
2023
Q3 | $90.8K | Sell |
1,923
-631
| -25% | -$29.8K | ﹤0.01% | 627 |
|
|
2023
Q2 | $122K | Buy |
2,554
+8
| +0.3% | +$381 | ﹤0.01% | 509 |
|
|
2023
Q1 | $122K | Sell |
2,546
-237
| -9% | -$11.3K | ﹤0.01% | 502 |
|
|
2022
Q4 | $132K | Sell |
2,783
-31
| -1% | -$1.47K | ﹤0.01% | 510 |
|
|
2022
Q3 | $133K | Buy |
2,814
+964
| +52% | +$45.6K | ﹤0.01% | 472 |
|
|
2022
Q2 | $89K | Sell |
1,850
-275
| -13% | -$13.2K | ﹤0.01% | 425 |
|
|
2022
Q1 | $104K | Buy |
+2,125
| New | +$104K | ﹤0.01% | 454 |
|
|
2021
Q3 | – | Sell |
-6,650
| Closed | -$338K | – | 554 |
|
|
2021
Q2 | $338K | Hold |
6,650
| – | – | 0.01% | 287 |
|
|
2021
Q1 | $340K | Sell |
6,650
-466
| -7% | -$23.8K | 0.01% | 273 |
|
|
2020
Q4 | $366K | Sell |
7,116
-4,138
| -37% | -$213K | 0.02% | 234 |
|
|
2020
Q3 | $581K | Sell |
11,254
-4,240
| -27% | -$219K | 0.03% | 185 |
|
|
2020
Q2 | $800K | Buy |
15,494
+8,844
| +133% | +$457K | 0.05% | 134 |
|
|
2020
Q1 | $339K | Hold |
6,650
| – | – | 0.03% | 201 |
|
|
2019
Q4 | $344K | Hold |
6,650
| – | – | 0.02% | 248 |
|
|
2019
Q3 | $345K | Hold |
6,650
| – | – | 0.02% | 269 |
|
|
2019
Q2 | $343K | Hold |
6,650
| – | – | 0.05% | 260 |
|
|
2019
Q1 | $341K | Buy |
+6,650
| New | +$341K | 0.06% | 236 |
|