Benjamin Edwards Inc’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Buy |
106,401
+16,633
| +19% | +$819K | 0.07% | 269 |
|
|
2025
Q1 | $4.41M | Buy |
89,768
+10,704
| +14% | +$526K | 0.06% | 278 |
|
|
2024
Q4 | $3.85M | Buy |
79,064
+9,280
| +13% | +$452K | 0.06% | 302 |
|
|
2024
Q3 | $3.45M | Buy |
69,784
+64,831
| +1,309% | +$3.2M | 0.05% | 333 |
|
|
2024
Q2 | $238K | Sell |
4,953
-1,862
| -27% | -$89.5K | 0.05% | 321 |
|
|
2024
Q1 | $329K | Buy |
6,815
+3,096
| +83% | +$149K | 0.07% | 273 |
|
|
2023
Q4 | $180K | Buy |
3,719
+3,472
| +1,406% | +$168K | 0.04% | 337 |
|
|
2023
Q3 | $12K | Sell |
247
-3
| -1% | -$146 | ﹤0.01% | 565 |
|
|
2023
Q2 | $12K | Buy |
250
+95
| +61% | +$4.56K | ﹤0.01% | 561 |
|
|
2023
Q1 | $7K | Sell |
155
-158
| -50% | -$7.14K | ﹤0.01% | 607 |
|
|
2022
Q4 | $15K | Sell |
313
-170
| -35% | -$8.15K | ﹤0.01% | 546 |
|
|
2022
Q3 | $23K | Buy |
483
+57
| +13% | +$2.71K | 0.01% | 494 |
|
|
2022
Q2 | $21K | Sell |
426
-800
| -65% | -$39.4K | 0.01% | 512 |
|
|
2022
Q1 | $60K | Buy |
1,226
+987
| +413% | +$48.3K | 0.02% | 436 |
|
|
2021
Q4 | $12K | Sell |
239
-103
| -30% | -$5.17K | ﹤0.01% | 566 |
|
|
2021
Q3 | $17K | Hold |
342
| – | – | 0.01% | 415 |
|
|
2021
Q2 | $17K | Sell |
342
-305
| -47% | -$15.2K | 0.01% | 344 |
|
|
2021
Q1 | $33K | Sell |
647
-2,785
| -81% | -$142K | 0.03% | 277 |
|
|
2020
Q4 | $177K | Sell |
3,432
-371
| -10% | -$19.1K | 0.14% | 157 |
|
|
2020
Q3 | $197K | Buy |
3,803
+2,931
| +336% | +$152K | 0.16% | 130 |
|
|
2020
Q2 | $45K | Sell |
872
-91
| -9% | -$4.7K | 0.04% | 208 |
|
|
2020
Q1 | $49K | Buy |
+963
| New | +$49K | 0.05% | 175 |
|