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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
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|
2025
Q1 | $2.45M | Buy |
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|
2024
Q4 | $724K | Buy |
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|
2024
Q3 | $590K | Sell |
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|
2024
Q2 | $617K | Buy |
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|
2024
Q1 | $592K | Buy |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $509K | Sell |
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|
2023
Q2 | $553K | Sell |
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|
2023
Q1 | $894K | Buy |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q4 | $200K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $400K | Buy |
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