Atria Wealth Solutions’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
2025 Q2	$2.55M	Sell	51,739 -61,633	-54%	-$3.02M	0.06%	353
2025 Q1	$5.57M	Sell	113,372 -7,727	-6%	-$378K	0.07%	307
2024 Q4	$5.89M	Sell	121,099 -13,439	-10%	-$656K	0.06%	316
2024 Q3	$6.65M	Buy	134,538 +15,269	+13%	+$747K	0.07%	281
2024 Q2	$5.73M	Buy	119,269 +1,028	+0.9%	+$49.3K	0.06%	309
2024 Q1	$5.71M	Sell	118,241 -7,668	-6%	-$370K	0.06%	304
2023 Q4	$6.08M	Sell	125,909 -1,308	-1%	-$62K	0.08%	258
2023 Q3	$6.01M	Sell	127,217 -5,285	-4%	-$251K	0.08%	245
2023 Q2	$6.32M	Sell	132,502 -15,758	-11%	-$755K	0.09%	231
2023 Q1	$7.1M	Sell	148,260 -58,365	-28%	-$2.79M	0.11%	189
2022 Q4	$9.8M	Sell	206,625 -61,740	-23%	-$2.92M	0.16%	140
2022 Q3	$12.7M	Buy	268,365 +1,809	+0.7%	+$87.3K	0.22%	101
2022 Q2	$12.9M	Sell	266,556 -95,789	-26%	-$4.65M	0.26%	94
2022 Q1	$17.7M	Buy	+362,345	New	+$17.9M	0.3%	71