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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.4K | Sell |
550
-275
| -33% | -$13.8K | ﹤0.01% | 1355 |
|
|
2025
Q4 | $41.2K | Sell |
825
-52
| -6% | -$2.6K | ﹤0.01% | 1315 |
|
|
2025
Q3 | $43.7K | Sell |
877
-220
| -20% | -$10.9K | ﹤0.01% | 1250 |
|
|
2025
Q2 | $54K | Buy |
1,097
+272
| +33% | +$13.3K | ﹤0.01% | 1167 |
|
|
2025
Q1 | $40.6K | Hold |
825
| – | – | ﹤0.01% | 1137 |
|
|
2024
Q4 | $40.2K | Hold |
825
| – | – | ﹤0.01% | 1138 |
|
|
2024
Q3 | $40.8K | Sell |
825
-15
| -2% | -$734 | ﹤0.01% | 961 |
|
|
2024
Q2 | $40.4K | Hold |
840
| – | – | ﹤0.01% | 916 |
|
|
2024
Q1 | $40.5K | Sell |
840
-38
| -4% | -$1.83K | ﹤0.01% | 914 |
|
|
2023
Q4 | $42.4K | Sell |
878
-1,045
| -54% | -$49.5K | ﹤0.01% | 692 |
|
|
2023
Q3 | $90.8K | Sell |
1,923
-631
| -25% | -$30K | ﹤0.01% | 630 |
|
|
2023
Q2 | $122K | Buy |
2,554
+8
| +0.3% | +$383 | ﹤0.01% | 520 |
|
|
2023
Q1 | $122K | Sell |
2,546
-237
| -9% | -$11.3K | ﹤0.01% | 504 |
|
|
2022
Q4 | $132K | Sell |
2,783
-31
| -1% | -$1.47K | ﹤0.01% | 512 |
|
|
2022
Q3 | $133K | Buy |
2,814
+964
| +52% | +$46.5K | ﹤0.01% | 476 |
|
|
2022
Q2 | $89K | Sell |
1,850
-275
| -13% | -$13.4K | ﹤0.01% | 432 |
|
|
2022
Q1 | $104K | Buy |
+2,125
| New | +$105K | ﹤0.01% | 463 |
|
|
2021
Q3 | – | Sell |
-6,650
| Closed | -$338K | – | 578 |
|
|
2021
Q2 | $338K | Hold |
6,650
| – | – | 0.02% | 306 |
|
|
2021
Q1 | $340K | Sell |
6,650
-466
| -7% | -$23.9K | 0.02% | 293 |
|
|
2020
Q4 | $366K | Sell |
7,116
-4,138
| -37% | -$213K | 0.02% | 253 |
|
|
2020
Q3 | $581K | Sell |
11,254
-4,240
| -27% | -$219K | 0.04% | 207 |
|
|
2020
Q2 | $800K | Buy |
15,494
+8,844
| +133% | +$457K | 0.07% | 150 |
|
|
2020
Q1 | $339K | Hold |
6,650
| – | – | 0.03% | 215 |
|
|
2019
Q4 | $344K | Hold |
6,650
| – | – | 0.04% | 296 |
|
|
2019
Q3 | $345K | Hold |
6,650
| – | – | 0.04% | 313 |
|
|
2019
Q2 | $343K | Hold |
6,650
| – | – | 0.05% | 271 |
|
|
2019
Q1 | $341K | Buy |
+6,650
| New | +$340K | 0.06% | 249 |
|
Other funds holding LMBS
