Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.1M | Buy |
483,115
+93,202
| +24% | +$4.67M | 0.06% | 287 |
|
|
2025
Q4 | $19.5M | Buy |
389,913
+46,801
| +14% | +$2.34M | 0.05% | 323 |
|
|
2025
Q3 | $17.1M | Sell |
343,112
-2,273
| -0.7% | -$113K | 0.05% | 316 |
|
|
2025
Q2 | $17M | Sell |
345,385
-37
| -0% | -$1.81K | 0.06% | 278 |
|
|
2025
Q1 | $17M | Buy |
345,422
+13,455
| +4% | +$657K | 0.07% | 247 |
|
|
2024
Q4 | $16.2M | Buy |
331,967
+222,923
| +204% | +$10.9M | 0.07% | 242 |
|
|
2024
Q3 | $5.39M | Buy |
109,044
+62,142
| +132% | +$3.04M | 0.02% | 426 |
|
|
2024
Q2 | $2.25M | Buy |
46,902
+24,367
| +108% | +$1.17M | 0.01% | 620 |
|
|
2024
Q1 | $1.09M | Buy |
22,535
+17,877
| +384% | +$862K | 0.01% | 815 |
|
|
2023
Q4 | $225K | Buy |
4,658
+679
| +17% | +$32.2K | ﹤0.01% | 1372 |
|
|
2023
Q3 | $188K | Buy |
3,979
+826
| +26% | +$39.3K | ﹤0.01% | 1339 |
|
|
2023
Q2 | $150K | Sell |
3,153
-2,539
| -45% | -$122K | ﹤0.01% | 1374 |
|
|
2023
Q1 | $272K | Buy |
5,692
+2,641
| +87% | +$126K | ﹤0.01% | 1087 |
|
|
2022
Q4 | $145K | Sell |
3,051
-529
| -15% | -$25K | ﹤0.01% | 1227 |
|
|
2022
Q3 | $170K | Sell |
3,580
-1,085
| -23% | -$52.3K | ﹤0.01% | 1117 |
|
|
2022
Q2 | $225K | Buy |
4,665
+833
| +22% | +$40.5K | ﹤0.01% | 1000 |
|
|
2022
Q1 | $188K | Sell |
3,832
-3,668
| -49% | -$182K | ﹤0.01% | 1060 |
|
|
2021
Q4 | $375K | Buy |
+7,500
| New | +$377K | ﹤0.01% | 807 |
|
|
2021
Q2 | $185K | Hold |
3,631
| – | – | ﹤0.01% | 930 |
|
|
2021
Q1 | $185K | Hold |
3,631
| – | – | ﹤0.01% | 930 |
|
|
2020
Q4 | $185K | Hold |
3,631
| – | – | ﹤0.01% | 930 |
|
|
2020
Q3 | $185K | Hold |
3,631
| – | – | ﹤0.01% | 930 |
|
|
2020
Q2 | $185K | Hold |
3,631
| – | – | ﹤0.01% | 930 |
|
|
2020
Q1 | $185K | Hold |
3,631
| – | – | ﹤0.01% | 930 |
|
|
2019
Q4 | $185K | Hold |
3,631
| – | – | ﹤0.01% | 930 |
|
|
2019
Q3 | $185K | Hold |
3,631
| – | – | ﹤0.01% | 930 |
|
|
2019
Q2 | $185K | Hold |
3,631
| – | – | ﹤0.01% | 930 |
|
|
2019
Q1 | $185K | Sell |
3,631
-169,368
| -98% | -$8.67M | ﹤0.01% | 930 |
|
|
2018
Q4 | $8.83M | Buy |
+172,999
| New | +$8.81M | 0.22% | 97 |
|
Other funds holding LMBS
