Cambridge Advisors’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
Q1 | – | Sell |
-5,023
| Closed | -$244K | – | 177 |
|
|
2024
Q4 | $244K | Sell |
5,023
-204
| -4% | -$9.93K | 0.05% | 156 |
|
|
2024
Q3 | $258K | Sell |
5,227
-42
| -0.8% | -$2.08K | 0.06% | 155 |
|
|
2024
Q2 | $253K | Buy |
5,269
+8
| +0.2% | +$384 | 0.06% | 155 |
|
|
2024
Q1 | $254K | Buy |
5,261
+13
| +0.2% | +$627 | 0.06% | 156 |
|
|
2023
Q4 | $254K | Sell |
5,248
-2,467
| -32% | -$119K | 0.06% | 150 |
|
|
2023
Q3 | $364K | Buy |
7,715
+33
| +0.4% | +$1.56K | 0.1% | 128 |
|
|
2023
Q2 | $366K | Sell |
7,682
-11,599
| -60% | -$553K | 0.09% | 128 |
|
|
2023
Q1 | $923K | Sell |
19,281
-643
| -3% | -$30.8K | 0.24% | 71 |
|
|
2022
Q4 | $945K | Sell |
19,924
-6,313
| -24% | -$299K | 0.25% | 66 |
|
|
2022
Q3 | $1.24M | Sell |
26,237
-371
| -1% | -$17.6K | 0.36% | 46 |
|
|
2022
Q2 | $1.29M | Sell |
26,608
-109
| -0.4% | -$5.26K | 0.35% | 49 |
|
|
2022
Q1 | $1.31M | Sell |
26,717
-666
| -2% | -$32.6K | 0.31% | 56 |
|
|
2021
Q4 | $1.37M | Sell |
27,383
-2,248
| -8% | -$112K | 0.31% | 56 |
|
|
2021
Q3 | $1.5M | Buy |
29,631
+47
| +0.2% | +$2.38K | 0.37% | 42 |
|
|
2021
Q2 | $1.51M | Sell |
29,584
-37,130
| -56% | -$1.89M | 0.36% | 44 |
|
|
2021
Q1 | $3.41M | Buy |
66,714
+15,437
| +30% | +$788K | 0.87% | 21 |
|
|
2020
Q4 | $2.64M | Sell |
51,277
-2,013
| -4% | -$104K | 0.71% | 23 |
|
|
2020
Q3 | $2.75M | Sell |
53,290
-2,567
| -5% | -$133K | 0.81% | 23 |
|
|
2020
Q2 | $2.89M | Buy |
55,857
+9,169
| +20% | +$474K | 0.9% | 20 |
|
|
2020
Q1 | $2.38M | Sell |
46,688
-173
| -0.4% | -$8.82K | 0.87% | 18 |
|
|
2019
Q4 | $2.43M | Buy |
46,861
+40,167
| +600% | +$2.08M | 0.74% | 22 |
|
|
2019
Q3 | $348K | Buy |
+6,694
| New | +$348K | 0.11% | 101 |
|