Avior 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.21M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $121K | Sell |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $472K | Buy |
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|
2022
Q4 | $126K | Sell |
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|
2022
Q3 | $264K | Buy |
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|
2022
Q2 | $126K | Buy |
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|
2022
Q1 | $127K | Sell |
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|
2021
Q4 | $254K | Buy |
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|
2021
Q3 | $256K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $21K | Sell |
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|
2017
Q1 | $101K | Buy |
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|
2016
Q4 | $75K | Buy |
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