Cresset Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
7,760
| – | – | ﹤0.01% | 1187 |
|
|
2025
Q1 | $381K | Hold |
7,760
| – | – | ﹤0.01% | 1189 |
|
|
2024
Q4 | $378K | Hold |
7,760
| – | – | ﹤0.01% | 1204 |
|
|
2024
Q3 | $383K | Sell |
7,760
-27
| -0.3% | -$1.33K | ﹤0.01% | 1645 |
|
|
2024
Q2 | $374K | Hold |
7,787
| – | – | ﹤0.01% | 1560 |
|
|
2024
Q1 | $376K | Hold |
7,787
| – | – | ﹤0.01% | 1457 |
|
|
2023
Q4 | $376K | Sell |
7,787
-14,878
| -66% | -$719K | ﹤0.01% | 1357 |
|
|
2023
Q3 | $1.07M | Sell |
22,665
-1,470
| -6% | -$69.4K | ﹤0.01% | 792 |
|
|
2023
Q2 | $1.15M | Buy |
24,135
+5,049
| +26% | +$241K | ﹤0.01% | 749 |
|
|
2023
Q1 | $914K | Sell |
19,086
-21,963
| -54% | -$1.05M | 0.02% | 362 |
|
|
2022
Q4 | $1.95M | Sell |
41,049
-11,813
| -22% | -$560K | 0.02% | 202 |
|
|
2022
Q3 | $2.5M | Sell |
52,862
-6,496
| -11% | -$308K | 0.03% | 191 |
|
|
2022
Q2 | $2.83M | Buy |
59,358
+733
| +1% | +$35K | 0.03% | 179 |
|
|
2022
Q1 | $2.87M | Buy |
58,625
+16,470
| +39% | +$806K | 0.03% | 200 |
|
|
2021
Q4 | $2.11M | Sell |
42,155
-380
| -0.9% | -$19K | 0.02% | 288 |
|
|
2021
Q3 | $2.15M | Buy |
42,535
+36,535
| +609% | +$1.85M | 0.03% | 217 |
|
|
2021
Q2 | $305K | Buy |
+6,000
| New | +$305K | ﹤0.01% | 760 |
|