BBA
Braun-Bostich & Associates’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 | $3.5M | Sell |
71,134
-787
| -1% | -$38.8K | 2.39% | 12 |
|
|
2025
Q1 | $3.54M | Sell |
71,921
-12,336
| -15% | -$606K | 2.62% | 11 |
|
|
2024
Q4 | $4.1M | Buy |
84,257
+3,781
| +5% | +$184K | 2.96% | 8 |
|
|
2024
Q3 | $3.98M | Buy |
80,476
+7,824
| +11% | +$387K | 2.77% | 9 |
|
|
2024
Q2 | $3.49M | Buy |
+72,652
| New | +$3.49M | 2.6% | 8 |
|
|
2022
Q4 | – | Sell |
-9,988
| Closed | -$473K | – | 64 |
|
|
2022
Q3 | $473K | Sell |
9,988
-5,910
| -37% | -$280K | 1.45% | 28 |
|
|
2022
Q2 | $768K | Sell |
15,898
-6,459
| -29% | -$312K | 2% | 19 |
|
|
2022
Q1 | $1.09M | Buy |
+22,357
| New | +$1.09M | 2.35% | 17 |
|
|
2021
Q4 | – | Sell |
-46,537
| Closed | -$2.35M | – | 130 |
|
|
2021
Q3 | $2.35M | Buy |
46,537
+160
| +0.3% | +$8.09K | 4.44% | 4 |
|
|
2021
Q2 | $2.36M | Buy |
46,377
+25,924
| +127% | +$1.32M | 4.3% | 4 |
|
|
2021
Q1 | $1.04M | Buy |
20,453
+1,596
| +8% | +$81.5K | 2.01% | 15 |
|
|
2020
Q4 | $971K | Buy |
+18,857
| New | +$971K | 1.95% | 19 |
|