BIA
Bigelow Investment Advisors’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 | $2.38M | Buy |
48,354
+2,990
| +7% | +$147K | 1.05% | 25 |
|
|
2025
Q1 | $2.23M | Buy |
45,364
+4,351
| +11% | +$214K | 1.06% | 22 |
|
|
2024
Q4 | $2M | Buy |
41,013
+4,108
| +11% | +$200K | 0.94% | 27 |
|
|
2024
Q3 | $1.82M | Buy |
36,905
+2,829
| +8% | +$140K | 0.81% | 32 |
|
|
2024
Q2 | $1.64M | Buy |
34,076
+2,523
| +8% | +$121K | 0.78% | 32 |
|
|
2024
Q1 | $1.52M | Buy |
31,553
+625
| +2% | +$30.2K | 0.75% | 35 |
|
|
2023
Q4 | $1.49M | Buy |
30,928
+2,037
| +7% | +$98.4K | 0.81% | 34 |
|
|
2023
Q3 | $1.36M | Buy |
28,891
+601
| +2% | +$28.4K | 0.78% | 39 |
|
|
2023
Q2 | $1.35M | Buy |
+28,290
| New | +$1.35M | 0.74% | 42 |
|
|
2023
Q1 | – | Sell |
-19,207
| Closed | -$911K | – | 48 |
|
|
2022
Q4 | $911K | Buy |
+19,207
| New | +$911K | 0.53% | 61 |
|