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