Claro Advisors’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
Q2 | $365K | Sell |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $431K | Buy |
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|
2024
Q3 | $426K | Sell |
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|
2024
Q2 | $416K | Sell |
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|
2024
Q1 | $432K | Sell |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $423K | Sell |
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|
2023
Q2 | $454K | Buy |
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|
2023
Q1 | $417K | Sell |
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|
2022
Q4 | $439K | Sell |
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|
2022
Q3 | $909K | Hold |
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|
2022
Q2 | $909K | Sell |
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|
2022
Q1 | $1.06M | Hold |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $3.06M | Sell |
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|
2021
Q2 | $4.99M | Sell |
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|
2021
Q1 | $6.3M | Buy |
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|
2020
Q4 | $5.62M | Sell |
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|
2020
Q3 | $5.95M | Buy |
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|
2020
Q2 | $5.02M | Buy |
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|
2020
Q1 | $3.29M | Buy |
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|
2019
Q4 | $2.15M | Buy |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.16M | Sell |
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|
2019
Q1 | $1.15M | Buy |
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