Clearwater Capital 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
2026 Q1	$45.3M	Buy	909,130 +56,513	+7%	+$2.83M	3.65%	8
2025 Q4	$42.6M	Buy	852,617 +45,664	+6%	+$2.28M	3.55%	8
2025 Q3	$40.2M	Buy	806,953 +51,460	+7%	+$2.55M	3.42%	9
2025 Q2	$37.2M	Buy	755,493 +9,482	+1%	+$464K	3.4%	9
2025 Q1	$36.7M	Buy	746,011 +22,032	+3%	+$1.08M	3.54%	9
2024 Q4	$35.2M	Buy	723,979 +68,712	+10%	+$3.36M	3.45%	9
2024 Q3	$32.4M	Buy	+655,267	New	+$32.1M	3.15%	9
2020 Q2	–	Sell	-5,950	Closed	-$303K	–	142
2020 Q1	$303K	Sell	5,950 -3,390	-36%	-$176K	0.07%	122
2019 Q4	$484K	Sell	9,340 -4,900	-34%	-$254K	0.08%	126
2019 Q3	$740K	Sell	14,240 -1,050	-7%	-$54.5K	0.13%	118
2019 Q2	$790K	Buy	15,290 +1,000	+7%	+$51.4K	0.14%	119
2019 Q1	$733K	Buy	+14,290	New	+$731K	0.14%	126