AAS
Avantax Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
321,449
+18,003
| +6% | +$887K | 0.09% | 179 |
|
|
2025
Q1 | $14.9M | Sell |
303,446
-907
| -0.3% | -$44.6K | 0.09% | 169 |
|
|
2024
Q4 | $14.8M | Buy |
304,353
+52,505
| +21% | +$2.56M | 0.09% | 164 |
|
|
2024
Q3 | $12.4M | Buy |
251,848
+43,816
| +21% | +$2.16M | 0.08% | 180 |
|
|
2024
Q2 | $10M | Buy |
208,032
+15,147
| +8% | +$728K | 0.07% | 207 |
|
|
2024
Q1 | $9.31M | Sell |
192,885
-8,392
| -4% | -$405K | 0.08% | 189 |
|
|
2023
Q4 | $9.73M | Buy |
201,277
+23,477
| +13% | +$1.13M | 0.1% | 171 |
|
|
2023
Q3 | $8.4M | Buy |
177,800
+11,067
| +7% | +$523K | 0.09% | 170 |
|
|
2023
Q2 | $7.95M | Buy |
166,733
+4,229
| +3% | +$202K | 0.09% | 175 |
|
|
2023
Q1 | $7.78M | Sell |
162,504
-17,195
| -10% | -$823K | 0.1% | 170 |
|
|
2022
Q4 | $8.52M | Buy |
179,699
+31,648
| +21% | +$1.5M | 0.11% | 148 |
|
|
2022
Q3 | $7.01M | Buy |
148,051
+10,496
| +8% | +$497K | 0.11% | 151 |
|
|
2022
Q2 | $6.64M | Buy |
137,555
+5,472
| +4% | +$264K | 0.1% | 159 |
|
|
2022
Q1 | $6.46M | Sell |
132,083
-3,227
| -2% | -$158K | 0.09% | 166 |
|
|
2021
Q4 | $6.76M | Sell |
135,310
-8,205
| -6% | -$410K | 0.1% | 154 |
|
|
2021
Q3 | $7.25M | Buy |
143,515
+3,790
| +3% | +$191K | 0.12% | 129 |
|
|
2021
Q2 | $7.1M | Sell |
139,725
-5,537
| -4% | -$281K | 0.13% | 127 |
|
|
2021
Q1 | $7.41M | Buy |
145,262
+41,591
| +40% | +$2.12M | 0.16% | 109 |
|
|
2020
Q4 | $5.34M | Sell |
103,671
-10,678
| -9% | -$549K | 0.13% | 126 |
|
|
2020
Q3 | $5.9M | Buy |
114,349
+13,255
| +13% | +$684K | 0.09% | 181 |
|
|
2020
Q2 | $5.22M | Sell |
101,094
-12,612
| -11% | -$651K | 0.15% | 108 |
|
|
2020
Q1 | $5.8M | Buy |
113,706
+5,675
| +5% | +$289K | 0.17% | 89 |
|
|
2019
Q4 | $5.6M | Buy |
108,031
+83,875
| +347% | +$4.35M | 0.13% | 105 |
|
|
2019
Q3 | $1.26M | Buy |
24,156
+17,432
| +259% | +$906K | 0.05% | 180 |
|
|
2019
Q2 | $348K | Buy |
+6,724
| New | +$348K | 0.02% | 367 |
|