Center for Financial Planning’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Center for Financial Planning’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.44M	Buy
2025 Q2	$3.2M	Sell
2025 Q1	$4.2M	Buy
2024 Q4	$3.76M	Buy
2021 Q2	–	Sell
2021 Q1	$51K	Sell
2020 Q4	$81K	Buy