Chicago Partners Investment Group’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 | $1.43M | Buy |
29,114
+310
| +1% | +$15.2K | 0.04% | 324 |
|
|
2025
Q1 | $1.41M | Sell |
28,804
-1,487
| -5% | -$72.9K | 0.05% | 291 |
|
|
2024
Q4 | $1.47M | Sell |
30,291
-377
| -1% | -$18.3K | 0.05% | 274 |
|
|
2024
Q3 | $1.5M | Buy |
30,668
+2,262
| +8% | +$110K | 0.05% | 263 |
|
|
2024
Q2 | $1.38M | Sell |
28,406
-32
| -0.1% | -$1.56K | 0.05% | 272 |
|
|
2024
Q1 | $1.36M | Sell |
28,438
-5,881
| -17% | -$280K | 0.06% | 266 |
|
|
2023
Q4 | $1.65M | Sell |
34,319
-5,206
| -13% | -$251K | 0.08% | 226 |
|
|
2023
Q3 | $1.85M | Sell |
39,525
-7,677
| -16% | -$359K | 0.1% | 194 |
|
|
2023
Q2 | $2.25M | Sell |
47,202
-10,184
| -18% | -$485K | 0.12% | 165 |
|
|
2023
Q1 | $2.75M | Buy |
57,386
+504
| +0.9% | +$24.1K | 0.16% | 127 |
|
|
2022
Q4 | $2.73M | Sell |
56,882
-7,528
| -12% | -$361K | 0.17% | 128 |
|
|
2022
Q3 | $3.01M | Sell |
64,410
-2,666
| -4% | -$125K | 0.22% | 102 |
|
|
2022
Q2 | $3.26M | Sell |
67,076
-4,017
| -6% | -$195K | 0.24% | 90 |
|
|
2022
Q1 | $3.46M | Buy |
71,093
+974
| +1% | +$47.3K | 0.26% | 86 |
|
|
2021
Q4 | $3.47M | Sell |
70,119
-176
| -0.3% | -$8.72K | 0.25% | 84 |
|
|
2021
Q3 | $3.53M | Sell |
70,295
-1,571
| -2% | -$78.9K | 0.25% | 82 |
|
|
2021
Q2 | $3.65M | Buy |
71,866
+2,367
| +3% | +$120K | 0.27% | 74 |
|
|
2021
Q1 | $3.55M | Buy |
69,499
+4,373
| +7% | +$223K | 0.29% | 68 |
|
|
2020
Q4 | $3.35M | Buy |
65,126
+6,459
| +11% | +$333K | 0.32% | 62 |
|
|
2020
Q3 | $3.02M | Buy |
58,667
+2,136
| +4% | +$110K | 0.36% | 53 |
|
|
2020
Q2 | $2.92M | Buy |
56,531
+3,845
| +7% | +$199K | 0.36% | 52 |
|
|
2020
Q1 | $2.71M | Buy |
52,686
+52
| +0.1% | +$2.68K | 0.42% | 49 |
|
|
2019
Q4 | $2.73M | Buy |
52,634
+2,804
| +6% | +$146K | 0.34% | 56 |
|
|
2019
Q3 | $2.58M | Buy |
49,830
+3,411
| +7% | +$177K | 0.36% | 55 |
|
|
2019
Q2 | $2.41M | Sell |
46,419
-334
| -0.7% | -$17.3K | 0.35% | 55 |
|
|
2019
Q1 | $2.4M | Buy |
46,753
+3,448
| +8% | +$177K | 0.36% | 55 |
|
|
2018
Q4 | $2.21M | Buy |
43,305
+14,130
| +48% | +$722K | 0.33% | 61 |
|
|
2018
Q3 | $1.49M | Buy |
29,175
+8,927
| +44% | +$454K | 0.22% | 81 |
|
|
2018
Q2 | $1.04M | Sell |
20,248
-4,476
| -18% | -$229K | 0.16% | 105 |
|
|
2018
Q1 | $1.27M | Buy |
24,724
+2,207
| +10% | +$113K | 0.22% | 86 |
|
|
2017
Q4 | $1.16M | Buy |
22,517
+8,184
| +57% | +$423K | 0.19% | 95 |
|
|
2017
Q3 | $745K | Buy |
14,333
+9,985
| +230% | +$519K | 0.13% | 121 |
|
|
2017
Q2 | $227K | Buy |
+4,348
| New | +$227K | 0.06% | 179 |
|