Clear Point 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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,717	Closed	-$134K	–	357
2024 Q3	$134K	Buy	2,717 +162	+6%	+$8.01K	0.1%	130
2024 Q2	$123K	Buy	2,555 +27	+1%	+$1.3K	0.1%	130
2024 Q1	$122K	Buy	2,528 +38	+2%	+$1.83K	0.1%	133
2023 Q4	$120K	Buy	+2,490	New	+$120K	0.11%	129