Concentrum Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Sell |
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|
2025
Q1 | $777K | Hold |
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|
2024
Q4 | $769K | Sell |
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|
2024
Q3 | $1.02M | Hold |
|
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|
2024
Q2 | $995K | Hold |
|
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|
2024
Q1 | $999K | Hold |
|
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $1.07M | Hold |
|
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|
2023
Q2 | $1.08M | Hold |
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|
2023
Q1 | $1.08M | Hold |
|
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|
2022
Q4 | $1.07M | Hold |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.57M | Sell |
|
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|
2021
Q4 | $1.67M | Sell |
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|
2021
Q3 | $3.32M | Sell |
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|
2021
Q2 | $3.92M | Sell |
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|
2021
Q1 | $4.24M | Sell |
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|
2020
Q4 | $4.6M | Buy |
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|
2020
Q3 | $1.68M | Buy |
|