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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.2M | Buy |
755,493
+9,482
| +1% | +$467K | 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% | +$3.34M | 3.45% | 9 |
|
|
2024
Q3 | $32.4M | Buy |
+655,267
| New | +$32.4M | 3.15% | 9 |
|
|
2020
Q2 | – | Sell |
-5,950
| Closed | -$303K | – | 141 |
|
|
2020
Q1 | $303K | Sell |
5,950
-3,390
| -36% | -$173K | 0.07% | 122 |
|
|
2019
Q4 | $484K | Sell |
9,340
-4,900
| -34% | -$254K | 0.08% | 125 |
|
|
2019
Q3 | $740K | Sell |
14,240
-1,050
| -7% | -$54.6K | 0.13% | 118 |
|
|
2019
Q2 | $790K | Buy |
15,290
+1,000
| +7% | +$51.7K | 0.14% | 119 |
|
|
2019
Q1 | $733K | Buy |
+14,290
| New | +$733K | 0.14% | 125 |
|