Avestar Capital’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 | $889K | Buy |
18,040
+208
| +1% | +$10.2K | 0.06% | 209 |
|
|
2025
Q1 | $877K | Buy |
17,832
+629
| +4% | +$30.9K | 0.08% | 179 |
|
|
2024
Q4 | $837K | Sell |
17,203
-1,738
| -9% | -$84.6K | 0.07% | 182 |
|
|
2024
Q3 | $936K | Sell |
18,941
-2,690
| -12% | -$133K | 0.1% | 152 |
|
|
2024
Q2 | $1.04M | Sell |
21,631
-1,435
| -6% | -$69K | 0.11% | 128 |
|
|
2024
Q1 | $1.11M | Buy |
23,066
+14,784
| +179% | +$713K | 0.12% | 126 |
|
|
2023
Q4 | $400K | Buy |
8,282
+1,645
| +25% | +$79.5K | 0.05% | 212 |
|
|
2023
Q3 | $314K | Sell |
6,637
-1,593
| -19% | -$75.3K | 0.04% | 220 |
|
|
2023
Q2 | $392K | Sell |
8,230
-301
| -4% | -$14.3K | 0.06% | 166 |
|
|
2023
Q1 | $408K | Sell |
8,531
-512
| -6% | -$24.5K | 0.07% | 156 |
|
|
2022
Q4 | $429K | Sell |
9,043
-7,595
| -46% | -$360K | 0.08% | 141 |
|
|
2022
Q3 | $788K | Buy |
16,638
+1,992
| +14% | +$94.3K | 0.2% | 68 |
|
|
2022
Q2 | $707K | Buy |
14,646
+7,052
| +93% | +$340K | 0.17% | 78 |
|
|
2022
Q1 | $372K | Buy |
7,594
+549
| +8% | +$26.9K | 0.06% | 236 |
|
|
2021
Q4 | $352K | Sell |
7,045
-1,180
| -14% | -$59K | 0.04% | 247 |
|
|
2021
Q3 | $416K | Sell |
8,225
-660
| -7% | -$33.4K | 0.05% | 221 |
|
|
2021
Q2 | $452K | Buy |
+8,885
| New | +$452K | 0.06% | 213 |
|