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
2026 Q1	$21.7M	Buy	435,659 +643	+0.1%	+$32.2K	0.03%	421
2025 Q4	$21.7M	Buy	435,016 +3,105	+0.7%	+$155K	0.03%	397
2025 Q3	$21.5M	Buy	431,911 +24,782	+6%	+$1.23M	0.03%	366
2025 Q2	$20.1M	Buy	407,129 +2,524	+0.6%	+$124K	0.04%	362
2025 Q1	$19.9M	Buy	404,605 +10,938	+3%	+$534K	0.04%	336
2024 Q4	$19.2M	Buy	393,667 +10,718	+3%	+$524K	0.04%	320
2024 Q3	$18.9M	Buy	382,949 +75,143	+24%	+$3.68M	0.04%	327
2024 Q2	$14.8M	Buy	307,806 +3,236	+1%	+$155K	0.04%	331
2024 Q1	$14.7M	Buy	304,570 +90,642	+42%	+$4.37M	0.04%	357
2023 Q4	$10.3M	Buy	213,928 +80,405	+60%	+$3.81M	0.03%	367
2023 Q3	$6.31M	Buy	133,523 +51,269	+62%	+$2.44M	0.03%	374
2023 Q2	$3.92M	Buy	82,254 +70,430	+596%	+$3.38M	0.02%	553
2023 Q1	$569K	Sell	11,824 -390	-3%	-$18.7K	﹤0.01%	1236
2022 Q4	$579K	Buy	12,214 +2,024	+20%	+$95.7K	﹤0.01%	877
2022 Q3	$483K	Sell	10,190 -4,275	-30%	-$206K	0.01%	727
2022 Q2	$699K	Buy	+14,465	New	+$703K	0.01%	644