Columbia Advisory Partners’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 | $1.27M | Sell |
25,832
-1,230
| -5% | -$60.6K | 0.96% | 25 |
|
2025
Q1 | $1.33M | Buy |
27,062
+426
| +2% | +$20.9K | 1.15% | 23 |
|
2024
Q4 | $1.3M | Buy |
26,636
+1,459
| +6% | +$71K | 1.21% | 22 |
|
2024
Q3 | $1.24M | Buy |
25,177
+125
| +0.5% | +$6.18K | 1.18% | 21 |
|
2024
Q2 | $1.2M | Buy |
25,052
+6,398
| +34% | +$307K | 1.17% | 20 |
|
2024
Q1 | $900K | Buy |
+18,654
| New | +$900K | 0.91% | 19 |
|