Beacon Financial Advisory’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 | $2.29M | Buy |
46,587
+20,885
| +81% | +$1.03M | 0.59% | 28 |
|
|
2025
Q1 | $1.26M | Buy |
25,702
+16,391
| +176% | +$806K | 0.38% | 61 |
|
|
2024
Q4 | $453K | Buy |
9,311
+2,369
| +34% | +$115K | 0.15% | 176 |
|
|
2024
Q3 | $343K | Buy |
6,942
+754
| +12% | +$37.3K | 0.12% | 200 |
|
|
2024
Q2 | $297K | Buy |
+6,188
| New | +$297K | 0.11% | 213 |
|
|
2021
Q2 | – | Sell |
-4,081
| Closed | -$208K | – | 230 |
|
|
2021
Q1 | $208K | Buy |
4,081
+5
| +0.1% | +$255 | 0.12% | 207 |
|
|
2020
Q4 | $209K | Buy |
4,076
+195
| +5% | +$10K | 0.14% | 184 |
|
|
2020
Q3 | $200K | Buy |
3,881
+4
| +0.1% | +$206 | 0.17% | 165 |
|
|
2020
Q2 | $200K | Buy |
+3,877
| New | +$200K | 0.22% | 137 |
|
|
2020
Q1 | – | Sell |
-4,558
| Closed | -$236K | – | 154 |
|
|
2019
Q4 | $236K | Buy |
+4,558
| New | +$236K | 0.2% | 133 |
|