Atria Investments’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Atria Investments’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.1M	Sell	265,854 -1,290	-0.5%	-$63.5K	0.15%	133
2025 Q1	$13.1M	Sell	267,144 -2,915	-1%	-$143K	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%	+$487K	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%	-$1.15M	0.03%	582
2023 Q3	$3.16M	Buy	66,985 +5,898	+10%	+$279K	0.06%	415
2023 Q2	$2.91M	Buy	61,087 +539	+0.9%	+$25.7K	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%	-$952K	0.14%	183
2022 Q3	$7.86M	Sell	166,001 -7,738	-4%	-$366K	0.17%	142
2022 Q2	$8.39M	Buy	173,739 +140,529	+423%	+$6.79M	0.18%	140
2022 Q1	$1.63M	Sell	33,210 -18,410	-36%	-$901K	0.03%	648
2021 Q4	$2.58M	Sell	51,620 -100,734	-66%	-$5.03M	0.05%	464
2021 Q3	$7.71M	Sell	152,354 -1,272	-0.8%	-$64.3K	0.14%	165
2021 Q2	$7.82M	Sell	153,626 -55,729	-27%	-$2.84M	0.15%	153
2021 Q1	$10.7M	Buy	209,355 +26,595	+15%	+$1.36M	0.24%	97
2020 Q4	$9.41M	Sell	182,760 -21,642	-11%	-$1.11M	0.23%	106
2020 Q3	$10.6M	Buy	204,402 +4,864	+2%	+$251K	0.32%	67
2020 Q2	$10.3M	Buy	199,538 +170,683	+592%	+$8.82M	0.35%	65
2020 Q1	$1.47M	Buy	28,855 +3,357	+13%	+$171K	0.11%	171
2019 Q4	$1.32M	Sell	25,498 -1,544	-6%	-$80K	0.04%	439
2019 Q3	$1.41M	Buy	27,042 +1,715	+7%	+$89.2K	0.05%	311
2019 Q2	$1.32M	Buy	25,327 +12,788	+102%	+$664K	0.05%	324
2019 Q1	$643K	Sell	12,539 -15,216	-55%	-$780K	0.03%	467
2018 Q4	$1.42M	Buy	27,755 +6,770	+32%	+$346K	0.06%	229
2018 Q3	$1.07M	Buy	20,985 +7,535	+56%	+$384K	0.04%	370
2018 Q2	$688K	Buy	13,450 +261	+2%	+$13.4K	0.03%	472
2018 Q1	$678K	Buy	+13,189	New	+$678K	0.03%	436