BFG
Berger Financial Group’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 | $48.8M | Buy |
991,200
+20,827
| +2% | +$1.03M | 3.15% | 6 |
|
|
2025
Q1 | $47.7M | Buy |
970,373
+88,782
| +10% | +$4.36M | 3.31% | 6 |
|
|
2024
Q4 | $42.9M | Buy |
881,591
+24,274
| +3% | +$1.18M | 2.96% | 6 |
|
|
2024
Q3 | $42.4M | Buy |
857,317
+7,125
| +0.8% | +$352K | 3.06% | 6 |
|
|
2024
Q2 | $40.9M | Buy |
850,192
+23,327
| +3% | +$1.12M | 3.26% | 6 |
|
|
2024
Q1 | $39.9M | Buy |
826,865
+289,877
| +54% | +$14M | 3.29% | 5 |
|
|
2023
Q4 | $25.9M | Sell |
536,988
-5,403
| -1% | -$261K | 2.69% | 8 |
|
|
2023
Q3 | $25.6M | Buy |
542,391
+9,720
| +2% | +$459K | 2.94% | 8 |
|
|
2023
Q2 | $25.4M | Buy |
532,671
+1,685
| +0.3% | +$80.3K | 2.88% | 6 |
|
|
2023
Q1 | $25.4M | Buy |
530,986
+17,370
| +3% | +$832K | 3.06% | 6 |
|
|
2022
Q4 | $24.4M | Buy |
+513,616
| New | +$24.4M | 3.21% | 4 |
|