Capital Investment Advisory Services’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 | $301K | Buy |
6,107
+5
| +0.1% | +$246 | 0.02% | 454 |
|
|
2025
Q1 | $300K | Sell |
6,102
-2,682
| -31% | -$132K | 0.03% | 435 |
|
|
2024
Q4 | $427K | Buy |
8,784
+515
| +6% | +$25.1K | 0.04% | 317 |
|
|
2024
Q3 | $409K | Sell |
8,269
-54
| -0.6% | -$2.67K | 0.04% | 335 |
|
|
2024
Q2 | $400K | Sell |
8,323
-1,371
| -14% | -$65.9K | 0.04% | 330 |
|
|
2024
Q1 | $468K | Sell |
9,694
-45
| -0.5% | -$2.17K | 0.05% | 307 |
|
|
2023
Q4 | $471K | Sell |
9,739
-4,112
| -30% | -$199K | 0.04% | 301 |
|
|
2023
Q3 | $654K | Sell |
13,851
-13
| -0.1% | -$614 | 0.06% | 225 |
|
|
2023
Q2 | $661K | Sell |
13,864
-649
| -4% | -$30.9K | 0.07% | 232 |
|
|
2023
Q1 | $695K | Buy |
14,513
+2,515
| +21% | +$120K | 0.08% | 210 |
|
|
2022
Q4 | $569K | Sell |
11,998
-4,226
| -26% | -$200K | 0.07% | 245 |
|
|
2022
Q3 | $768K | Sell |
16,224
-9,948
| -38% | -$471K | 0.1% | 178 |
|
|
2022
Q2 | $1.26M | Sell |
26,172
-405
| -2% | -$19.6K | 0.15% | 134 |
|
|
2022
Q1 | $1.3M | Buy |
26,577
+1,963
| +8% | +$96.1K | 0.14% | 137 |
|
|
2021
Q4 | $1.23M | Sell |
24,614
-6,904
| -22% | -$345K | 0.15% | 143 |
|
|
2021
Q3 | $1.59M | Sell |
31,518
-4,428
| -12% | -$224K | 0.2% | 106 |
|
|
2021
Q2 | $1.83M | Sell |
35,946
-715
| -2% | -$36.4K | 0.23% | 88 |
|
|
2021
Q1 | $1.87M | Buy |
36,661
+1,670
| +5% | +$85.3K | 0.26% | 86 |
|
|
2020
Q4 | $1.8M | Buy |
34,991
+3,139
| +10% | +$162K | 0.27% | 86 |
|
|
2020
Q3 | $1.65M | Buy |
31,852
+2,270
| +8% | +$117K | 0.31% | 79 |
|
|
2020
Q2 | $1.53M | Sell |
29,582
-67
| -0.2% | -$3.46K | 0.31% | 76 |
|
|
2020
Q1 | $1.51M | Buy |
29,649
+3,032
| +11% | +$155K | 0.37% | 60 |
|
|
2019
Q4 | $1.38M | Buy |
26,617
+3,299
| +14% | +$171K | 0.37% | 59 |
|
|
2019
Q3 | $1.21M | Buy |
23,318
+3,623
| +18% | +$188K | 0.34% | 59 |
|
|
2019
Q2 | $1.02M | Buy |
19,695
+4,184
| +27% | +$217K | 0.31% | 68 |
|
|
2019
Q1 | $795K | Sell |
15,511
-540
| -3% | -$27.7K | 0.3% | 65 |
|
|
2018
Q4 | $819K | Buy |
+16,051
| New | +$819K | 0.35% | 55 |
|