Cresset Asset Management’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 | $338K | Sell |
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|
2025
Q2 | $382K | Hold |
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|
2025
Q1 | $381K | Hold |
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|
2024
Q4 | $378K | Hold |
|
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|
2024
Q3 | $383K | Sell |
|
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|
2024
Q2 | $374K | Hold |
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|
2024
Q1 | $376K | Hold |
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|
2023
Q4 | $376K | Sell |
|
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $914K | Sell |
|
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|
2022
Q4 | $1.95M | Sell |
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|
2022
Q3 | $2.5M | Sell |
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|
2022
Q2 | $2.83M | Buy |
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|
2022
Q1 | $2.87M | Buy |
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|
2021
Q4 | $2.11M | Sell |
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|
2021
Q3 | $2.15M | Buy |
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|
2021
Q2 | $305K | Buy |
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