CIA
Concurrent Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.2M | Buy |
775,525
+33,469
| +5% | +$1.65M | 0.74% | 22 |
|
|
2025
Q1 | $36.5M | Buy |
742,056
+36,557
| +5% | +$1.8M | 0.89% | 15 |
|
|
2024
Q4 | $34.3M | Sell |
705,499
-47,569
| -6% | -$2.32M | 0.92% | 15 |
|
|
2024
Q3 | $37.2M | Buy |
753,068
+48,939
| +7% | +$2.42M | 1.1% | 12 |
|
|
2024
Q2 | $33.8M | Buy |
704,129
+81,638
| +13% | +$3.92M | 1.11% | 11 |
|
|
2024
Q1 | $30M | Buy |
622,491
+110,207
| +22% | +$5.32M | 1.21% | 11 |
|
|
2023
Q4 | $24.8M | Buy |
+512,284
| New | +$24.8M | 1.17% | 10 |
|