CPIA
Cornell Pochily 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 | $1.4M | Sell |
28,364
-290
| -1% | -$14.3K | 0.46% | 61 |
|
|
2025
Q1 | $1.41M | Sell |
28,654
-914
| -3% | -$44.9K | 0.5% | 58 |
|
|
2024
Q4 | $1.44M | Sell |
29,568
-7,423
| -20% | -$361K | 0.5% | 56 |
|
|
2024
Q3 | $1.83M | Sell |
36,991
-97
| -0.3% | -$4.79K | 0.63% | 43 |
|
|
2024
Q2 | $1.78M | Sell |
37,088
-1,282
| -3% | -$61.6K | 0.68% | 41 |
|
|
2024
Q1 | $1.85M | Sell |
38,370
-469
| -1% | -$22.6K | 0.73% | 39 |
|
|
2023
Q4 | $1.88M | Sell |
38,839
-1,356
| -3% | -$65.5K | 0.78% | 37 |
|
|
2023
Q3 | $1.9M | Sell |
40,195
-14,012
| -26% | -$662K | 0.83% | 29 |
|
|
2023
Q2 | $2.58M | Sell |
54,207
-2,531
| -4% | -$121K | 1.06% | 21 |
|
|
2023
Q1 | $2.72M | Sell |
56,738
-1,257
| -2% | -$60.2K | 1.16% | 19 |
|
|
2022
Q4 | $2.75M | Sell |
57,995
-9,223
| -14% | -$437K | 1.23% | 18 |
|
|
2022
Q3 | $3.18M | Sell |
67,218
-1,113
| -2% | -$52.7K | 1.39% | 15 |
|
|
2022
Q2 | $3.3M | Sell |
68,331
-7,752
| -10% | -$374K | 1.47% | 17 |
|
|
2022
Q1 | $3.72M | Sell |
76,083
-16,393
| -18% | -$802K | 1.45% | 18 |
|
|
2021
Q4 | $4.62M | Buy |
92,476
+10,291
| +13% | +$514K | 1.8% | 11 |
|
|
2021
Q3 | $4.16M | Buy |
82,185
+8,824
| +12% | +$446K | 1.8% | 11 |
|
|
2021
Q2 | $3.73M | Buy |
73,361
+6,617
| +10% | +$337K | 1.64% | 11 |
|
|
2021
Q1 | $3.41M | Buy |
66,744
+4,790
| +8% | +$245K | 1.63% | 12 |
|
|
2020
Q4 | $3.19M | Buy |
61,954
+12,305
| +25% | +$633K | 1.53% | 13 |
|
|
2020
Q3 | $2.57M | Buy |
49,649
+10,853
| +28% | +$561K | 1.47% | 18 |
|
|
2020
Q2 | $2.01M | Buy |
38,796
+9,945
| +34% | +$514K | 1.24% | 21 |
|
|
2020
Q1 | $1.47M | Buy |
28,851
+3,356
| +13% | +$171K | 1.09% | 23 |
|
|
2019
Q4 | $1.32M | Buy |
25,495
+8,332
| +49% | +$432K | 0.79% | 35 |
|
|
2019
Q3 | $892K | Buy |
17,163
+4,917
| +40% | +$256K | 0.57% | 53 |
|
|
2019
Q2 | $633 | Buy |
12,246
+4,340
| +55% | +$224 | 0.16% | 78 |
|
|
2019
Q1 | $405K | Buy |
7,906
+2,247
| +40% | +$115K | 0.28% | 91 |
|
|
2018
Q4 | $289K | Buy |
5,659
+736
| +15% | +$37.6K | 0.19% | 107 |
|
|
2018
Q3 | $250K | Buy |
+4,923
| New | +$250K | 0.17% | 114 |
|