CAPTRUST Financial 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.35M | Buy |
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|
2025
Q2 | $4.97M | Buy |
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|
2025
Q1 | $4.59M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $40K | Sell |
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|
2022
Q1 | $56K | Sell |
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|
2021
Q4 | $93K | Hold |
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|
2021
Q3 | $94K | Sell |
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|
2021
Q2 | $278K | Sell |
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|
2021
Q1 | $439K | Buy |
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|
2020
Q4 | $51K | Hold |
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|
2020
Q3 | $51K | Sell |
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|
2020
Q2 | $62K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $15K | Buy |
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