Cambridge Investment Research 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
Q2 | $22M | Sell |
445,675
-22,599
| -5% | -$1.11M | 0.07% | 291 |
|
2025
Q1 | $23M | Buy |
468,274
+17,234
| +4% | +$847K | 0.08% | 260 |
|
2024
Q4 | $22M | Sell |
451,040
-2,994
| -0.7% | -$146K | 0.07% | 261 |
|
2024
Q3 | $22.4M | Buy |
454,034
+4,339
| +1% | +$214K | 0.08% | 254 |
|
2024
Q2 | $21.6M | Sell |
449,695
-12,406
| -3% | -$596K | 0.08% | 242 |
|
2024
Q1 | $22.3M | Buy |
462,101
+74,335
| +19% | +$3.59M | 0.09% | 226 |
|
2023
Q4 | $18.7M | Buy |
387,766
+58,656
| +18% | +$2.83M | 0.08% | 243 |
|
2023
Q3 | $15.5M | Sell |
329,110
-127,167
| -28% | -$6.01M | 0.07% | 259 |
|
2023
Q2 | $21.8M | Sell |
456,277
-40,685
| -8% | -$1.94M | 0.1% | 201 |
|
2023
Q1 | $23.8M | Buy |
496,962
+64,223
| +15% | +$3.07M | 0.12% | 182 |
|
2022
Q4 | $20.5M | Sell |
432,739
-11,020
| -2% | -$522K | 0.11% | 192 |
|
2022
Q3 | $21M | Buy |
443,759
+54,607
| +14% | +$2.59M | 0.12% | 183 |
|
2022
Q2 | $18.8M | Buy |
389,152
+90,016
| +30% | +$4.35M | 0.1% | 201 |
|
2022
Q1 | $14.6M | Sell |
299,136
-136,329
| -31% | -$6.67M | 0.07% | 272 |
|
2021
Q4 | $21.8M | Buy |
435,465
+86,523
| +25% | +$4.33M | 0.1% | 201 |
|
2021
Q3 | $17.6M | Buy |
348,942
+8,267
| +2% | +$418K | 0.09% | 222 |
|
2021
Q2 | $17.3M | Buy |
340,675
+11,522
| +4% | +$586K | 0.08% | 237 |
|
2021
Q1 | $16.8M | Sell |
329,153
-109,961
| -25% | -$5.61M | 0.09% | 224 |
|
2020
Q4 | $22.6M | Sell |
439,114
-98,012
| -18% | -$5.04M | 0.13% | 156 |
|
2020
Q3 | $27.8M | Sell |
537,126
-249,420
| -32% | -$12.9M | 0.19% | 112 |
|
2020
Q2 | $40.6M | Buy |
786,546
+58,302
| +8% | +$3.01M | 0.31% | 60 |
|
2020
Q1 | $37.1M | Buy |
728,244
+312,220
| +75% | +$15.9M | 0.36% | 52 |
|
2019
Q4 | $21.6M | Sell |
416,024
-26,876
| -6% | -$1.39M | 0.17% | 122 |
|
2019
Q3 | $23M | Buy |
442,900
+64,521
| +17% | +$3.35M | 0.2% | 104 |
|
2019
Q2 | $19.6M | Buy |
378,379
+73,256
| +24% | +$3.79M | 0.18% | 119 |
|
2019
Q1 | $15.6M | Sell |
305,123
-12,596
| -4% | -$646K | 0.15% | 143 |
|
2018
Q4 | $16.2M | Buy |
317,719
+13,945
| +5% | +$712K | 0.18% | 120 |
|
2018
Q3 | $15.5M | Buy |
303,774
+205,623
| +209% | +$10.5M | 0.15% | 147 |
|
2018
Q2 | $5.02M | Buy |
98,151
+21,573
| +28% | +$1.1M | 0.05% | 329 |
|
2018
Q1 | $3.93M | Sell |
76,578
-12,943
| -14% | -$665K | 0.04% | 387 |
|
2017
Q4 | $4.62M | Buy |
89,521
+20,836
| +30% | +$1.08M | 0.05% | 325 |
|
2017
Q3 | $3.57M | Buy |
68,685
+3,794
| +6% | +$197K | 0.05% | 349 |
|
2017
Q2 | $3.38M | Buy |
64,891
+35,504
| +121% | +$1.85M | 0.05% | 345 |
|
2017
Q1 | $1.53M | Sell |
29,387
-556
| -2% | -$28.9K | 0.03% | 553 |
|
2016
Q4 | $1.56M | Buy |
29,943
+8,221
| +38% | +$429K | 0.03% | 509 |
|
2016
Q3 | $1.14M | Buy |
21,722
+13,566
| +166% | +$711K | 0.02% | 626 |
|
2016
Q2 | $421K | Buy |
+8,156
| New | +$421K | 0.01% | 1016 |
|