Cerity Partners’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 | $21.5M | Buy |
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|
2025
Q2 | $20.1M | Buy |
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|
2025
Q1 | $19.9M | Buy |
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|
2024
Q4 | $19.2M | Buy |
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|
2024
Q3 | $18.9M | Buy |
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|
2024
Q2 | $14.8M | Buy |
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|
2024
Q1 | $14.7M | Buy |
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|
2023
Q4 | $10.3M | Buy |
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|
2023
Q3 | $6.31M | Buy |
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|
2023
Q2 | $3.92M | Buy |
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|
2023
Q1 | $569K | Sell |
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|
2022
Q4 | $579K | Buy |
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|
2022
Q3 | $483K | Sell |
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|
2022
Q2 | $699K | Buy |
|