Center for Financial Planning’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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
65,000
-20,359
| -24% | -$1M | 0.37% | 19 |
|
|
2025
Q1 | $4.2M | Buy |
85,359
+8,116
| +11% | +$399K | 0.54% | 15 |
|
|
2024
Q4 | $3.76M | Buy |
+77,243
| New | +$3.76M | 0.5% | 16 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$51K | – | 524 |
|
|
2021
Q1 | $51K | Sell |
1,000
-575
| -37% | -$29.3K | 0.01% | 210 |
|
|
2020
Q4 | $81K | Buy |
+1,575
| New | +$81K | 0.02% | 162 |
|