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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
407,129
+2,524
| +0.6% | +$124K | 0.04% | 361 |
|
|
2025
Q1 | $19.9M | Buy |
404,605
+10,938
| +3% | +$538K | 0.04% | 331 |
|
|
2024
Q4 | $19.2M | Buy |
393,667
+10,718
| +3% | +$522K | 0.04% | 320 |
|
|
2024
Q3 | $18.9M | Buy |
382,949
+75,143
| +24% | +$3.71M | 0.04% | 327 |
|
|
2024
Q2 | $14.8M | Buy |
307,806
+3,236
| +1% | +$155K | 0.04% | 329 |
|
|
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% | +$3.89M | 0.03% | 362 |
|
|
2023
Q3 | $6.31M | Buy |
133,523
+51,269
| +62% | +$2.42M | 0.03% | 371 |
|
|
2023
Q2 | $3.92M | Buy |
82,254
+70,430
| +596% | +$3.36M | 0.02% | 552 |
|
|
2023
Q1 | $569K | Sell |
11,824
-390
| -3% | -$18.8K | ﹤0.01% | 1234 |
|
|
2022
Q4 | $579K | Buy |
12,214
+2,024
| +20% | +$95.9K | ﹤0.01% | 876 |
|
|
2022
Q3 | $483K | Sell |
10,190
-4,275
| -30% | -$203K | 0.01% | 727 |
|
|
2022
Q2 | $699K | Buy |
+14,465
| New | +$699K | 0.01% | 643 |
|