Axxcess Wealth Management’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 | $1.17M | Buy |
23,782
+1,671
| +8% | +$82.3K | 0.03% | 390 |
|
|
2025
Q1 | $1.09M | Buy |
22,111
+352
| +2% | +$17.3K | 0.03% | 373 |
|
|
2024
Q4 | $1.06M | Buy |
21,759
+1,534
| +8% | +$74.7K | 0.03% | 395 |
|
|
2024
Q3 | $999K | Buy |
20,225
+1,155
| +6% | +$57.1K | 0.02% | 388 |
|
|
2024
Q2 | $916K | Buy |
19,070
+3,000
| +19% | +$144K | 0.02% | 389 |
|
|
2024
Q1 | $775K | Buy |
16,070
+521
| +3% | +$25.1K | 0.02% | 430 |
|
|
2023
Q4 | $751K | Buy |
15,549
+528
| +4% | +$25.5K | 0.02% | 412 |
|
|
2023
Q3 | $710K | Sell |
15,021
-228
| -1% | -$10.8K | 0.02% | 380 |
|
|
2023
Q2 | $727K | Buy |
15,249
+5,904
| +63% | +$281K | 0.05% | 279 |
|
|
2023
Q1 | $447K | Buy |
9,345
+214
| +2% | +$10.2K | 0.03% | 393 |
|
|
2022
Q4 | $433K | Sell |
9,131
-4,164
| -31% | -$197K | 0.04% | 388 |
|
|
2022
Q3 | $630K | Sell |
13,295
-9,583
| -42% | -$454K | 0.06% | 266 |
|
|
2022
Q2 | $1.11M | Buy |
22,878
+4,537
| +25% | +$219K | 0.1% | 174 |
|
|
2022
Q1 | $898K | Sell |
18,341
-126
| -0.7% | -$6.17K | 0.07% | 236 |
|
|
2021
Q4 | $923K | Buy |
+18,467
| New | +$923K | 0.07% | 223 |
|