Atria Investments’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 | $2.64M | Sell |
53,036
-223,847
| -81% | -$11.2M | 0.03% | 586 |
|
|
2025
Q4 | $13.8M | Sell |
276,883
-2,507
| -0.9% | -$125K | 0.16% | 126 |
|
|
2025
Q3 | $13.9M | Buy |
279,390
+13,536
| +5% | +$670K | 0.16% | 127 |
|
|
2025
Q2 | $13.1M | Sell |
265,854
-1,290
| -0.5% | -$63.2K | 0.15% | 133 |
|
|
2025
Q1 | $13.1M | Sell |
267,144
-2,915
| -1% | -$142K | 0.17% | 131 |
|
|
2024
Q4 | $13.1M | Buy |
270,059
+240,106
| +802% | +$11.7M | 0.16% | 138 |
|
|
2024
Q3 | $1.48M | Buy |
29,953
+9,866
| +49% | +$483K | 0.02% | 780 |
|
|
2024
Q2 | $965K | Sell |
20,087
-28,479
| -59% | -$1.37M | 0.01% | 950 |
|
|
2024
Q1 | $2.34M | Buy |
48,566
+5,424
| +13% | +$262K | 0.03% | 591 |
|
|
2023
Q4 | $2.08M | Sell |
43,142
-23,843
| -36% | -$1.13M | 0.03% | 582 |
|
|
2023
Q3 | $3.16M | Buy |
66,985
+5,898
| +10% | +$280K | 0.06% | 415 |
|
|
2023
Q2 | $2.91M | Buy |
61,087
+539
| +0.9% | +$25.8K | 0.05% | 429 |
|
|
2023
Q1 | $2.9M | Sell |
60,548
-85,366
| -59% | -$4.09M | 0.05% | 412 |
|
|
2022
Q4 | $6.92M | Sell |
145,914
-20,087
| -12% | -$949K | 0.14% | 183 |
|
|
2022
Q3 | $7.86M | Sell |
166,001
-7,738
| -4% | -$373K | 0.17% | 142 |
|
|
2022
Q2 | $8.39M | Buy |
173,739
+140,529
| +423% | +$6.83M | 0.18% | 140 |
|
|
2022
Q1 | $1.63M | Sell |
33,210
-18,410
| -36% | -$912K | 0.03% | 648 |
|
|
2021
Q4 | $2.58M | Sell |
51,620
-100,734
| -66% | -$5.06M | 0.05% | 464 |
|
|
2021
Q3 | $7.71M | Sell |
152,354
-1,272
| -0.8% | -$64.6K | 0.14% | 165 |
|
|
2021
Q2 | $7.82M | Sell |
153,626
-55,729
| -27% | -$2.85M | 0.15% | 153 |
|
|
2021
Q1 | $10.7M | Buy |
209,355
+26,595
| +15% | +$1.37M | 0.24% | 97 |
|
|
2020
Q4 | $9.41M | Sell |
182,760
-21,642
| -11% | -$1.12M | 0.23% | 106 |
|
|
2020
Q3 | $10.6M | Buy |
204,402
+4,864
| +2% | +$252K | 0.32% | 67 |
|
|
2020
Q2 | $10.3M | Buy |
199,538
+170,683
| +592% | +$8.81M | 0.35% | 65 |
|
|
2020
Q1 | $1.47M | Buy |
28,855
+3,357
| +13% | +$174K | 0.11% | 171 |
|
|
2019
Q4 | $1.32M | Sell |
25,498
-1,544
| -6% | -$80.1K | 0.04% | 439 |
|
|
2019
Q3 | $1.41M | Buy |
27,042
+1,715
| +7% | +$89K | 0.05% | 311 |
|
|
2019
Q2 | $1.31M | Buy |
25,327
+12,788
| +102% | +$658K | 0.05% | 324 |
|
|
2019
Q1 | $643K | Sell |
12,539
-15,216
| -55% | -$779K | 0.03% | 467 |
|
|
2018
Q4 | $1.42M | Buy |
27,755
+6,770
| +32% | +$345K | 0.06% | 229 |
|
|
2018
Q3 | $1.07M | Buy |
20,985
+7,535
| +56% | +$385K | 0.04% | 370 |
|
|
2018
Q2 | $688K | Buy |
13,450
+261
| +2% | +$13.4K | 0.03% | 472 |
|
|
2018
Q1 | $678K | Buy |
+13,189
| New | +$679K | 0.03% | 436 |
|
Other funds holding LMBS
