Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.22M | Buy |
|
|||||
|
2025
Q2 | $1.17M | Buy |
|
|||||
|
2025
Q1 | $1.09M | Buy |
|
|||||
|
2024
Q4 | $1.06M | Buy |
|
|||||
|
2024
Q3 | $999K | Buy |
|
|||||
|
2024
Q2 | $916K | Buy |
|
|||||
|
2024
Q1 | $775K | Buy |
|
|||||
|
2023
Q4 | $751K | Buy |
|
|||||
|
2023
Q3 | $710K | Sell |
|
|||||
|
2023
Q2 | $727K | Buy |
|
|||||
|
2023
Q1 | $447K | Buy |
|
|||||
|
2022
Q4 | $433K | Sell |
|
|||||
|
2022
Q3 | $630K | Sell |
|
|||||
|
2022
Q2 | $1.1M | Buy |
|
|||||
|
2022
Q1 | $898K | Sell |
|
|||||
|
2021
Q4 | $923K | Buy |
|