Beacon Pointe Advisors’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 | $597K | Buy |
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|
2025
Q2 | $555K | Sell |
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|
2025
Q1 | $589K | Sell |
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|
2024
Q4 | $596K | Sell |
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|
2024
Q3 | $639K | Sell |
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|
2024
Q2 | $645K | Sell |
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|
2024
Q1 | $794K | Sell |
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|
2023
Q4 | $948K | Sell |
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|
2023
Q3 | $1.61M | Sell |
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|
2023
Q2 | $1.85M | Sell |
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $2.38M | Sell |
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|
2022
Q3 | $4.81M | Sell |
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|
2022
Q2 | $6.37M | Sell |
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|
2022
Q1 | $8.34M | Buy |
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|
2021
Q4 | $645K | Sell |
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|
2021
Q3 | $728K | Buy |
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|
2021
Q2 | $301K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $202K | Buy |
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