Belpointe 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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
53,330
+3,580
| +7% | +$176K | 0.11% | 163 |
|
|
2025
Q1 | $2.45M | Buy |
49,750
+34,981
| +237% | +$1.72M | 0.13% | 152 |
|
|
2024
Q4 | $724K | Buy |
14,769
+2,825
| +24% | +$139K | 0.04% | 416 |
|
|
2024
Q3 | $590K | Sell |
11,944
-894
| -7% | -$44.2K | 0.04% | 461 |
|
|
2024
Q2 | $617K | Buy |
12,838
+575
| +5% | +$27.6K | 0.04% | 409 |
|
|
2024
Q1 | $592K | Buy |
12,263
+1,580
| +15% | +$76.2K | 0.04% | 397 |
|
|
2023
Q4 | $516K | Sell |
10,683
-92
| -0.9% | -$4.45K | 0.05% | 358 |
|
|
2023
Q3 | $509K | Sell |
10,775
-827
| -7% | -$39.1K | 0.05% | 337 |
|
|
2023
Q2 | $553K | Sell |
11,602
-7,075
| -38% | -$337K | 0.06% | 286 |
|
|
2023
Q1 | $894K | Buy |
18,677
+9,159
| +96% | +$438K | 0.05% | 366 |
|
|
2022
Q4 | $451K | Buy |
9,518
+2,531
| +36% | +$120K | 0.03% | 582 |
|
|
2022
Q3 | $331K | Buy |
6,987
+2,307
| +49% | +$109K | 0.02% | 656 |
|
|
2022
Q2 | $226K | Buy |
4,680
+392
| +9% | +$18.9K | 0.02% | 780 |
|
|
2022
Q1 | $210K | Buy |
4,288
+285
| +7% | +$14K | 0.01% | 881 |
|
|
2021
Q4 | $200K | Buy |
+4,003
| New | +$200K | 0.01% | 894 |
|
|
2021
Q3 | – | Sell |
-7,862
| Closed | -$400K | – | 1222 |
|
|
2021
Q2 | $400K | Buy |
+7,862
| New | +$400K | 0.03% | 568 |
|