Avaii Wealth Management’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	$656K	Buy	13,325 +1,170	+10%	+$57.6K	0.29%	46
2025 Q1	$598K	Buy	12,155 +776	+7%	+$38.2K	0.32%	44
2024 Q4	$554K	Buy	11,379 +5,659	+99%	+$275K	0.27%	56
2024 Q3	$283K	Buy	5,720 +108	+2%	+$5.34K	0.14%	102
2024 Q2	$270K	Buy	+5,612	New	+$270K	0.15%	113