Clarus Wealth 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 Q1	–	Sell	-8,267	Closed	-$400K	–	123
2024 Q4	$400K	Sell	8,267 -160	-2%	-$7.82K	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%	-$42.5K	0.22%	83
2024 Q1	$448K	Buy	9,378 +708	+8%	+$34.1K	0.25%	79
2023 Q4	$419K	Buy	+8,670	New	+$411K	0.25%	79
2023 Q2	$402K	Sell	8,499 -7,563	-47%	-$363K	0.24%	81
2023 Q1	$773K	Buy	16,062 +871	+6%	+$41.7K	0.49%	42
2022 Q4	$726K	Buy	15,191 +1,736	+13%	+$82.1K	0.48%	43
2022 Q3	$637K	Sell	13,455 -95	-0.7%	-$4.58K	0.45%	41
2022 Q2	$655K	Sell	13,550 -8,765	-39%	-$426K	0.46%	41
2022 Q1	$1.09M	Buy	22,315 +1,846	+9%	+$91.4K	0.68%	33
2021 Q4	$1.02M	Buy	20,469 +7,119	+53%	+$358K	0.59%	36
2021 Q3	$676K	Sell	13,350 -80	-0.6%	-$4.06K	0.42%	41
2021 Q2	$683K	Buy	13,430 +588	+5%	+$30K	0.43%	43
2021 Q1	$656K	Buy	12,842 +1,321	+11%	+$67.9K	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	+$577K	0.49%	42