Bartlett & Co 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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14K	Sell	284 -15	-5%	-$739	﹤0.01%	872
2025 Q1	$14.7K	Buy	299 +15	+5%	+$737	﹤0.01%	865
2024 Q4	$13.8K	Buy	+284	New	+$13.8K	﹤0.01%	868