Commonwealth Financial Services’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 | $267K | Sell |
5,414
-138,243
| -96% | -$6.81M | 0.05% | 168 |
|
|
2025
Q1 | $7.06M | Buy |
143,657
+6,357
| +5% | +$313K | 1.45% | 20 |
|
|
2024
Q4 | $6.68M | Buy |
137,300
+3,442
| +3% | +$168K | 1.31% | 24 |
|
|
2024
Q3 | $6.62M | Buy |
133,858
+127,285
| +1,936% | +$6.3M | 1.31% | 27 |
|
|
2024
Q2 | $317K | Sell |
6,573
-23,412
| -78% | -$1.13M | 0.07% | 134 |
|
|
2024
Q1 | $1.45M | Hold |
29,985
| – | – | 0.34% | 49 |
|
|
2023
Q4 | $1.45M | Sell |
29,985
-101,540
| -77% | -$4.91M | 0.34% | 49 |
|
|
2023
Q3 | $6.21M | Buy |
+131,525
| New | +$6.21M | 1.85% | 16 |
|