Creative Financial Designs’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 | $541K | Sell |
10,977
-1,513
| -12% | -$74.5K | 0.04% | 315 |
|
|
2025
Q1 | $614K | Buy |
12,490
+1,097
| +10% | +$53.9K | 0.05% | 261 |
|
|
2024
Q4 | $555K | Buy |
11,393
+1,109
| +11% | +$54K | 0.05% | 272 |
|
|
2024
Q3 | $508K | Buy |
10,284
+591
| +6% | +$29.2K | 0.04% | 287 |
|
|
2024
Q2 | $466K | Buy |
9,693
+892
| +10% | +$42.9K | 0.04% | 286 |
|
|
2024
Q1 | $425K | Buy |
8,801
+354
| +4% | +$17.1K | 0.04% | 289 |
|
|
2023
Q4 | $408K | Sell |
8,447
-34
| -0.4% | -$1.64K | 0.04% | 268 |
|
|
2023
Q3 | $401K | Sell |
8,481
-937
| -10% | -$44.3K | 0.05% | 247 |
|
|
2023
Q2 | $449K | Sell |
9,418
-584
| -6% | -$27.8K | 0.05% | 228 |
|
|
2023
Q1 | $479K | Buy |
10,002
+1,062
| +12% | +$50.8K | 0.06% | 208 |
|
|
2022
Q4 | $424K | Buy |
8,940
+299
| +3% | +$14.2K | 0.06% | 220 |
|
|
2022
Q3 | $409K | Buy |
8,641
+123
| +1% | +$5.82K | 0.07% | 204 |
|
|
2022
Q2 | $411K | Buy |
8,518
+1,871
| +28% | +$90.3K | 0.07% | 203 |
|
|
2022
Q1 | $325K | Buy |
6,647
+1,637
| +33% | +$80K | 0.05% | 237 |
|
|
2021
Q4 | $250K | Buy |
5,010
+1,021
| +26% | +$50.9K | 0.04% | 271 |
|
|
2021
Q3 | $202K | Buy |
3,989
+964
| +32% | +$48.8K | 0.03% | 296 |
|
|
2021
Q2 | $154K | Buy |
3,025
+1,528
| +102% | +$77.8K | 0.03% | 347 |
|
|
2021
Q1 | $76K | Buy |
1,497
+555
| +59% | +$28.2K | 0.01% | 473 |
|
|
2020
Q4 | $48K | Buy |
942
+165
| +21% | +$8.41K | 0.01% | 519 |
|
|
2020
Q3 | $40K | Buy |
777
+29
| +4% | +$1.49K | 0.01% | 509 |
|
|
2020
Q2 | $39K | Buy |
748
+43
| +6% | +$2.24K | 0.01% | 460 |
|
|
2020
Q1 | $36K | Buy |
705
+90
| +15% | +$4.6K | 0.02% | 252 |
|
|
2019
Q4 | $32K | Buy |
615
+149
| +32% | +$7.75K | 0.01% | 285 |
|
|
2019
Q3 | $24K | Buy |
+466
| New | +$24K | 0.01% | 314 |
|
|
2017
Q3 | – | Sell |
-29
| Closed | -$2K | – | 789 |
|
|
2017
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 644 |
|
|
2017
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 607 |
|