Clearstead Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Clearstead Advisors’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.78K	Buy
2025 Q2	$1.75K	Hold
2025 Q1	$1.73K	Sell
2024 Q4	$37.3K	Buy
2024 Q3	$3.79K	Buy
2024 Q2	$1.63K	Buy