CreativeOne Wealth’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

CreativeOne Wealth’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$880K	Buy
2025 Q2	$597K	Buy
2025 Q1	$551K	Buy
2022 Q1	–	Sell
2021 Q4	$3.27M	Sell
2021 Q3	$4.59M	Buy
2021 Q2	$269K	Buy
2021 Q1	–	Sell
2020 Q4	$427K	Buy