BWA
BlueChip Wealth 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 | $1.48M | Sell |
29,946
-907
| -3% | -$44.7K | 0.66% | 36 |
|
|
2025
Q1 | $1.52M | Buy |
30,853
+3,656
| +13% | +$180K | 0.74% | 33 |
|
|
2024
Q4 | $1.32M | Sell |
27,197
-6,598
| -20% | -$321K | 0.73% | 32 |
|
|
2024
Q3 | $1.67M | Sell |
33,795
-3,317
| -9% | -$164K | 0.87% | 28 |
|
|
2024
Q2 | $1.78M | Sell |
37,112
-1,119
| -3% | -$53.8K | 1.05% | 26 |
|
|
2024
Q1 | $1.84M | Sell |
38,231
-3,437
| -8% | -$166K | 1.19% | 23 |
|
|
2023
Q4 | $2.01M | Buy |
+41,668
| New | +$2.01M | 1.41% | 16 |
|