CWA
Clarus Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,267
| Closed | -$400K | – | 123 |
|
|
2024
Q4 | $400K | Sell |
8,267
-160
| -2% | -$7.74K | 0.2% | 83 |
|
|
2024
Q3 | $412K | Sell |
8,427
-66
| -0.8% | -$3.23K | 0.21% | 84 |
|
|
2024
Q2 | $411K | Sell |
8,493
-885
| -9% | -$42.8K | 0.22% | 83 |
|
|
2024
Q1 | $448K | Buy |
9,378
+708
| +8% | +$33.8K | 0.25% | 79 |
|
|
2023
Q4 | $419K | Buy |
+8,670
| New | +$419K | 0.25% | 79 |
|
|
2023
Q2 | $402K | Sell |
8,499
-7,563
| -47% | -$358K | 0.24% | 81 |
|
|
2023
Q1 | $773K | Buy |
16,062
+871
| +6% | +$41.9K | 0.49% | 42 |
|
|
2022
Q4 | $726K | Buy |
15,191
+1,736
| +13% | +$82.9K | 0.48% | 43 |
|
|
2022
Q3 | $637K | Sell |
13,455
-95
| -0.7% | -$4.5K | 0.45% | 41 |
|
|
2022
Q2 | $655K | Sell |
13,550
-8,765
| -39% | -$424K | 0.46% | 41 |
|
|
2022
Q1 | $1.09M | Buy |
22,315
+1,846
| +9% | +$90.2K | 0.68% | 33 |
|
|
2021
Q4 | $1.02M | Buy |
20,469
+7,119
| +53% | +$355K | 0.59% | 36 |
|
|
2021
Q3 | $676K | Sell |
13,350
-80
| -0.6% | -$4.05K | 0.42% | 41 |
|
|
2021
Q2 | $683K | Buy |
13,430
+588
| +5% | +$29.9K | 0.43% | 43 |
|
|
2021
Q1 | $656K | Buy |
12,842
+1,321
| +11% | +$67.5K | 0.41% | 51 |
|
|
2020
Q4 | $593K | Buy |
11,521
+34
| +0.3% | +$1.75K | 0.39% | 47 |
|
|
2020
Q3 | $594K | Buy |
11,487
+314
| +3% | +$16.2K | 0.46% | 45 |
|
|
2020
Q2 | $579K | Buy |
+11,173
| New | +$579K | 0.49% | 42 |
|