CreativeOne Wealth’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 | $597K | Buy |
12,126
+921
| +8% | +$45.4K | 0.02% | 679 |
|
|
2025
Q1 | $551K | Buy |
+11,205
| New | +$551K | 0.02% | 658 |
|
|
2022
Q1 | – | Sell |
-65,416
| Closed | -$3.27M | – | 780 |
|
|
2021
Q4 | $3.27M | Sell |
65,416
-25,295
| -28% | -$1.26M | 0.16% | 97 |
|
|
2021
Q3 | $4.59M | Buy |
90,711
+85,425
| +1,616% | +$4.32M | 0.27% | 72 |
|
|
2021
Q2 | $269K | Buy |
+5,286
| New | +$269K | 0.02% | 568 |
|
|
2021
Q1 | – | Sell |
-8,295
| Closed | -$427K | – | 586 |
|
|
2020
Q4 | $427K | Buy |
+8,295
| New | +$427K | 0.04% | 309 |
|