Capital Investment Counsel (Colorado)’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 | $207K | Sell |
4,195
-2,515
| -37% | -$124K | 0.03% | 127 |
|
|
2025
Q1 | $330K | Sell |
6,710
-1,510
| -18% | -$74.2K | 0.05% | 105 |
|
|
2024
Q4 | $400K | Sell |
8,220
-10,794
| -57% | -$525K | 0.07% | 101 |
|
|
2024
Q3 | $939K | Sell |
19,014
-13,834
| -42% | -$684K | 0.16% | 89 |
|
|
2024
Q2 | $1.58M | Sell |
32,848
-4,684
| -12% | -$225K | 0.31% | 78 |
|
|
2024
Q1 | $1.81M | Buy |
37,532
+11,677
| +45% | +$563K | 0.39% | 73 |
|
|
2023
Q4 | $1.25M | Buy |
+25,855
| New | +$1.25M | 0.47% | 72 |
|