Creative Planning’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 | $661K | Sell |
13,423
-4,237
| -24% | -$209K | ﹤0.01% | 2216 |
|
|
2025
Q1 | $868K | Buy |
17,660
+7,110
| +67% | +$350K | ﹤0.01% | 1822 |
|
|
2024
Q4 | $513K | Sell |
10,550
-1,683
| -14% | -$81.9K | ﹤0.01% | 2191 |
|
|
2024
Q3 | $604K | Sell |
12,233
-6,011
| -33% | -$297K | ﹤0.01% | 1940 |
|
|
2024
Q2 | $877K | Sell |
18,244
-6,683
| -27% | -$321K | ﹤0.01% | 1501 |
|
|
2024
Q1 | $1.2M | Sell |
24,927
-2,024
| -8% | -$97.7K | ﹤0.01% | 1213 |
|
|
2023
Q4 | $1.3M | Sell |
26,951
-886
| -3% | -$42.8K | ﹤0.01% | 1099 |
|
|
2023
Q3 | $1.32M | Buy |
+27,837
| New | +$1.32M | ﹤0.01% | 1035 |
|
|
2022
Q3 | – | Sell |
-7,545
| Closed | -$364K | – | 2283 |
|
|
2022
Q2 | $364K | Buy |
7,545
+7,382
| +4,529% | +$356K | ﹤0.01% | 1476 |
|
|
2022
Q1 | $8K | Buy |
+163
| New | +$8K | ﹤0.01% | 2173 |
|
|
2017
Q3 | – | Sell |
-42
| Closed | -$2K | – | 2835 |
|
|
2017
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 4227 |
|
|
2017
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 4208 |
|