Bellevue Asset Management’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
Q2
$8.71M Buy
2025
Q1
$8.54M Buy
2024
Q4
$7.94M Sell
2024
Q3
$8.33M Buy
2024
Q2
$793K Sell
2024
Q1
$849K Sell
2023
Q4
$5.85M Sell
2023
Q3
$5.9M Buy
2023
Q2
$5.88M Buy
2023
Q1
$5.88M Sell
2022
Q4
$6.18M Sell
2022
Q3
$7.02M Sell
2022
Q2
$7.45M Buy
2022
Q1
$6.92M Buy
2021
Q4
$6.83M Buy
2021
Q3
$7M Sell
2021
Q2
$7.1M Buy
2021
Q1
$6.54M Buy
2020
Q4
$6.52M Buy
2020
Q3
$6.42M Buy
2020
Q2
$5.74M Buy
2020
Q1
$5.39M Sell
2019
Q4
$5.6M Buy