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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.81M | Buy |
|
|||||
|
2025
Q2 | $2.29M | Buy |
|
|||||
|
2025
Q1 | $1.26M | Buy |
|
|||||
|
2024
Q4 | $453K | Buy |
|
|||||
|
2024
Q3 | $343K | Buy |
|
|||||
|
2024
Q2 | $297K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $208K | Buy |
|
|||||
|
2020
Q4 | $209K | Buy |
|
|||||
|
2020
Q3 | $200K | Buy |
|
|||||
|
2020
Q2 | $200K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $236K | Buy |
|