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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.1M | Sell |
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|
2025
Q2 | $17M | Sell |
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|
2025
Q1 | $17M | Buy |
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|
2024
Q4 | $16.2M | Buy |
|
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|
2024
Q3 | $5.39M | Buy |
|
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|
2024
Q2 | $2.25M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | $188K | Buy |
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|
2023
Q2 | $150K | Sell |
|
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | $145K | Sell |
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|
2022
Q3 | $170K | Sell |
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|
2022
Q2 | $225K | Buy |
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|
2022
Q1 | $188K | Sell |
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|
2021
Q4 | $375K | Buy |
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|
2021
Q2 | $185K | Hold |
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|
2021
Q1 | $185K | Hold |
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|
2020
Q4 | $185K | Hold |
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|
2020
Q3 | $185K | Hold |
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|
2020
Q2 | $185K | Hold |
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|
2020
Q1 | $185K | Hold |
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|
2019
Q4 | $185K | Hold |
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|
2019
Q3 | $185K | Hold |
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|
2019
Q2 | $185K | Hold |
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|
2019
Q1 | $185K | Sell |
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|
2018
Q4 | $8.83M | Buy |
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