Core Wealth Partners’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 | – | Sell |
-18,778
| Closed | -$923K | – | 181 |
|
|
2025
Q1 | $923K | Sell |
18,778
-6,995
| -27% | -$344K | 0.54% | 48 |
|
|
2024
Q4 | $1.25M | Buy |
25,773
+1,645
| +7% | +$80.1K | 0.72% | 36 |
|
|
2024
Q3 | $1.19M | Buy |
24,128
+14,963
| +163% | +$739K | 0.72% | 33 |
|
|
2024
Q2 | $440K | Buy |
9,165
+858
| +10% | +$41.2K | 0.3% | 71 |
|
|
2024
Q1 | $401K | Buy |
8,307
+3,349
| +68% | +$162K | 0.3% | 70 |
|
|
2023
Q4 | $240K | Buy |
+4,958
| New | +$240K | 0.2% | 99 |
|