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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
51,739
-61,633
| -54% | -$3.04M | 0.06% | 353 |
|
|
2025
Q1 | $5.57M | Sell |
113,372
-7,727
| -6% | -$380K | 0.07% | 307 |
|
|
2024
Q4 | $5.89M | Sell |
121,099
-13,439
| -10% | -$654K | 0.06% | 314 |
|
|
2024
Q3 | $6.65M | Buy |
134,538
+15,269
| +13% | +$754K | 0.07% | 279 |
|
|
2024
Q2 | $5.73M | Buy |
119,269
+1,028
| +0.9% | +$49.4K | 0.06% | 308 |
|
|
2024
Q1 | $5.71M | Sell |
118,241
-7,668
| -6% | -$370K | 0.06% | 302 |
|
|
2023
Q4 | $6.08M | Sell |
125,909
-1,308
| -1% | -$63.2K | 0.08% | 257 |
|
|
2023
Q3 | $6.01M | Sell |
127,217
-5,285
| -4% | -$250K | 0.08% | 245 |
|
|
2023
Q2 | $6.32M | Sell |
132,502
-15,758
| -11% | -$751K | 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% | -$2.93M | 0.16% | 140 |
|
|
2022
Q3 | $12.7M | Buy |
268,365
+1,809
| +0.7% | +$85.7K | 0.22% | 101 |
|
|
2022
Q2 | $12.9M | Sell |
266,556
-95,789
| -26% | -$4.63M | 0.24% | 87 |
|
|
2022
Q1 | $17.7M | Buy |
+362,345
| New | +$17.7M | 0.3% | 71 |
|