Atwood & Palmer’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 | $1.17M | Sell |
23,710
-286,435
| -92% | -$14.1M | 0.07% | 80 |
|
2025
Q1 | $15.2M | Buy |
310,145
+40,299
| +15% | +$1.98M | 1.06% | 42 |
|
2024
Q4 | $13.1M | Buy |
269,846
+41,391
| +18% | +$2.01M | 0.9% | 44 |
|
2024
Q3 | $11.3M | Buy |
228,455
+17,740
| +8% | +$877K | 0.77% | 48 |
|
2024
Q2 | $10.1M | Buy |
210,715
+34,975
| +20% | +$1.68M | 0.77% | 49 |
|
2024
Q1 | $8.48M | Buy |
175,740
+167,470
| +2,025% | +$8.08M | 0.64% | 49 |
|
2023
Q4 | $400K | Buy |
+8,270
| New | +$400K | 0.03% | 118 |
|