Calton & Associates’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
+7,604
| New | +$375K | 0.06% | 251 |
|
|
2022
Q1 | – | Sell |
-4,105
| Closed | -$205K | – | 386 |
|
|
2021
Q4 | $205K | Sell |
4,105
-4,440
| -52% | -$222K | 0.05% | 346 |
|
|
2021
Q3 | $432K | Sell |
8,545
-580
| -6% | -$29.3K | 0.09% | 217 |
|
|
2021
Q2 | $465K | Sell |
9,125
-305
| -3% | -$15.5K | 0.09% | 204 |
|
|
2021
Q1 | $481K | Sell |
9,430
-158
| -2% | -$8.06K | 0.09% | 187 |
|
|
2020
Q4 | $493K | Buy |
9,588
+1,760
| +22% | +$90.5K | 0.09% | 185 |
|
|
2020
Q3 | $405K | Hold |
7,828
| – | – | 0.08% | 182 |
|
|
2020
Q2 | $405K | Buy |
7,828
+691
| +10% | +$35.8K | 0.09% | 175 |
|
|
2020
Q1 | $364K | Buy |
+7,137
| New | +$364K | 0.09% | 181 |
|