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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $491K | Sell |
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|
2025
Q2 | $661K | Sell |
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|
2025
Q1 | $868K | Buy |
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|
2024
Q4 | $513K | Sell |
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|
2024
Q3 | $604K | Sell |
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|
2024
Q2 | $877K | Sell |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.32M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $364K | Buy |
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|
2022
Q1 | $8K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $2K | Buy |
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