Beacon Financial Group’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 | – | Sell |
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|
2025
Q2 | $208K | Hold |
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|
2025
Q1 | $208K | Hold |
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|
2024
Q4 | $206K | Hold |
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|
2024
Q3 | $209K | Sell |
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|
2024
Q2 | $539K | Sell |
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|
2024
Q1 | $694K | Sell |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $2.12M | Sell |
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|
2023
Q2 | $2.16M | Sell |
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|
2023
Q1 | $2.39M | Hold |
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|
2022
Q4 | $2.39M | Sell |
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|
2022
Q3 | $2.54M | Sell |
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|
2022
Q2 | $2.57M | Buy |
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|
2022
Q1 | $2.6M | Sell |
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|
2021
Q4 | $2.81M | Sell |
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|
2021
Q3 | $11.4M | Buy |
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|
2021
Q2 | $11.4M | Buy |
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|
2021
Q1 | $11.4M | Hold |
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|
2020
Q4 | $11.4M | Buy |
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|
2020
Q3 | $11.3M | Sell |
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|
2020
Q2 | $11.3M | Buy |
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|
2020
Q1 | $8.57M | Sell |
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|
2019
Q4 | $8.87M | Buy |
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|
2019
Q3 | $8.4M | Sell |
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|
2019
Q2 | $8.47M | Buy |
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|
2019
Q1 | $8.15K | Buy |
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|
2018
Q4 | $8.04M | Sell |
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|
2018
Q3 | $8.33M | Sell |
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|
2018
Q2 | $8.54M | Buy |
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|
2018
Q1 | $8.53M | Buy |
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|
2017
Q4 | $7.35M | Sell |
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|
2017
Q3 | $7.67M | Buy |
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|
2017
Q2 | $7.1M | Buy |
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|
2017
Q1 | $6.31M | Buy |
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|
2016
Q4 | $4.6M | Buy |
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|
2016
Q3 | $3.24M | Buy |
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