Calton & Associates’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Calton & Associates’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$794K	Buy
2025 Q2	$375K	Buy
2022 Q1	–	Sell
2021 Q4	$205K	Sell
2021 Q3	$432K	Sell
2021 Q2	$465K	Sell
2021 Q1	$481K	Sell
2020 Q4	$493K	Buy
2020 Q3	$405K	Hold
2020 Q2	$405K	Buy
2020 Q1	$364K	Buy