CMS
Capital Market Strategies’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
6,751
| – | – | 0.23% | 89 |
|
|
2025
Q1 | $332K | Buy |
6,751
+11
| +0.2% | +$541 | 0.22% | 91 |
|
|
2024
Q4 | $328K | Sell |
6,740
-1,431
| -18% | -$69.6K | 0.19% | 108 |
|
|
2024
Q3 | $404K | Sell |
8,171
-858
| -10% | -$42.4K | 0.24% | 82 |
|
|
2024
Q2 | $434K | Sell |
9,029
-3,366
| -27% | -$162K | 0.27% | 75 |
|
|
2024
Q1 | $598K | Sell |
12,395
-6,828
| -36% | -$329K | 0.46% | 51 |
|
|
2023
Q4 | $929K | Sell |
19,223
-7,784
| -29% | -$376K | 0.81% | 27 |
|
|
2023
Q3 | $1.27M | Sell |
27,007
-29,540
| -52% | -$1.39M | 1.26% | 16 |
|
|
2023
Q2 | $2.7M | Sell |
56,547
-1,553
| -3% | -$74K | 2.5% | 6 |
|
|
2023
Q1 | $2.78M | Sell |
58,100
-3,471
| -6% | -$166K | 4.94% | 6 |
|
|
2022
Q4 | $2.92M | Sell |
61,571
-3,262
| -5% | -$155K | 3.14% | 5 |
|
|
2022
Q3 | $3.07M | Sell |
64,833
-2,000
| -3% | -$94.7K | 3.45% | 4 |
|
|
2022
Q2 | $3.23M | Sell |
66,833
-697
| -1% | -$33.7K | 3.39% | 4 |
|
|
2022
Q1 | $3.31M | Sell |
67,530
-4,236
| -6% | -$207K | 2.86% | 6 |
|
|
2021
Q4 | $3.59M | Buy |
+71,766
| New | +$3.59M | 2.95% | 5 |
|