Clearstead 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
2025 Q2	$1.75K	Hold	35	–	–	﹤0.01%	2347
2025 Q1	$1.73K	Sell	35 -731	-95%	-$36K	﹤0.01%	1919
2024 Q4	$37.3K	Buy	766 +689	+895%	+$33.5K	﹤0.01%	1229
2024 Q3	$3.79K	Buy	77 +43	+126%	+$2.12K	﹤0.01%	1754
2024 Q2	$1.63K	Buy	+34	New	+$1.63K	﹤0.01%	1838