Cutter & Co Brokerage’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
Q1 | – | Sell |
-4,388
| Closed | -$214K | – | 219 |
|
|
2024
Q4 | $214K | Sell |
4,388
-216
| -5% | -$10.5K | 0.05% | 174 |
|
|
2024
Q3 | $228K | Sell |
4,604
-237
| -5% | -$11.7K | 0.05% | 176 |
|
|
2024
Q2 | $233K | Sell |
4,841
-59
| -1% | -$2.84K | 0.06% | 170 |
|
|
2024
Q1 | $236K | Buy |
4,900
+21
| +0.4% | +$1.01K | 0.06% | 165 |
|
|
2023
Q4 | $236K | Buy |
4,879
+23
| +0.5% | +$1.11K | 0.07% | 160 |
|
|
2023
Q3 | $229K | Buy |
4,856
+19
| +0.4% | +$898 | 0.07% | 167 |
|
|
2023
Q2 | $231K | Buy |
+4,837
| New | +$231K | 0.07% | 175 |
|
|
2022
Q3 | – | Sell |
-4,682
| Closed | -$226K | – | 230 |
|
|
2022
Q2 | $226K | Buy |
+4,682
| New | +$226K | 0.08% | 192 |
|