Beacon Capital Management LLC (Tennessee)’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 | $23.8K | Sell |
484
-54
| -10% | -$2.66K | ﹤0.01% | 479 |
|
|
2025
Q1 | $26.4K | Sell |
538
-2,341
| -81% | -$115K | ﹤0.01% | 424 |
|
|
2024
Q4 | $140K | Buy |
2,879
+19
| +0.7% | +$925 | 0.02% | 151 |
|
|
2024
Q3 | $141K | Buy |
2,860
+2
| +0.1% | +$99 | 0.02% | 157 |
|
|
2024
Q2 | $137K | Sell |
2,858
-104
| -4% | -$5K | 0.03% | 136 |
|
|
2024
Q1 | $143K | Sell |
2,962
-505
| -15% | -$24.4K | 0.03% | 134 |
|
|
2023
Q4 | $164K | Sell |
3,467
-749
| -18% | -$35.4K | 0.05% | 102 |
|
|
2023
Q3 | $201K | Hold |
4,216
| – | – | 0.05% | 91 |
|
|
2023
Q2 | $201K | Sell |
4,216
-871
| -17% | -$41.5K | 0.05% | 91 |
|
|
2023
Q1 | $244K | Sell |
5,087
-39
| -0.8% | -$1.87K | 0.07% | 72 |
|
|
2022
Q4 | $243K | Sell |
5,126
-5,050
| -50% | -$239K | 0.08% | 71 |
|
|
2022
Q3 | $491K | Sell |
10,176
-850
| -8% | -$41K | 0.16% | 45 |
|
|
2022
Q2 | $540K | Hold |
11,026
| – | – | 0.13% | 49 |
|
|
2022
Q1 | $540K | Buy |
+11,026
| New | +$540K | 0.13% | 49 |
|