Continuum Advisory’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 | $3.99M | Buy |
81,086
+23,471
| +41% | +$1.16M | 0.48% | 53 |
|
|
2025
Q1 | $2.83M | Buy |
57,615
+11,385
| +25% | +$560K | 0.36% | 65 |
|
|
2024
Q4 | $2.25M | Buy |
46,230
+10,463
| +29% | +$509K | 0.29% | 87 |
|
|
2024
Q3 | $1.74M | Buy |
35,767
+12,505
| +54% | +$609K | 0.22% | 100 |
|
|
2024
Q2 | $1.12M | Sell |
23,262
-102
| -0.4% | -$4.9K | 0.16% | 137 |
|
|
2024
Q1 | $1.12M | Buy |
23,364
+5,925
| +34% | +$285K | 0.17% | 136 |
|
|
2023
Q4 | $843K | Sell |
17,439
-181
| -1% | -$8.75K | 0.12% | 199 |
|
|
2023
Q3 | $832K | Sell |
17,620
-76
| -0.4% | -$3.59K | 0.13% | 188 |
|
|
2023
Q2 | $844K | Buy |
17,696
+477
| +3% | +$22.7K | 0.13% | 187 |
|
|
2023
Q1 | $824K | Buy |
17,219
+4,120
| +31% | +$197K | 0.14% | 173 |
|
|
2022
Q4 | $621K | Buy |
13,099
+2,734
| +26% | +$130K | 0.11% | 221 |
|
|
2022
Q3 | $491K | Buy |
10,365
+3,817
| +58% | +$181K | 0.09% | 239 |
|
|
2022
Q2 | $316K | Buy |
6,548
+2,203
| +51% | +$106K | 0.06% | 325 |
|
|
2022
Q1 | $212K | Hold |
4,345
| – | – | 0.04% | 355 |
|
|
2021
Q4 | $217K | Sell |
4,345
-2,617
| -38% | -$131K | 0.05% | 280 |
|
|
2021
Q3 | $352K | Buy |
6,962
+2,518
| +57% | +$127K | 0.09% | 204 |
|
|
2021
Q2 | $226K | Buy |
+4,444
| New | +$226K | 0.07% | 249 |
|