Cypress Capital Group’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 | $1.75M | Buy |
35,550
+3,295
| +10% | +$162K | 0.22% | 88 |
|
2025
Q1 | $1.59M | Buy |
32,255
+10,915
| +51% | +$537K | 0.21% | 94 |
|
2024
Q4 | $1.04M | Sell |
21,340
-5,561
| -21% | -$271K | 0.13% | 120 |
|
2024
Q3 | $1.33M | Buy |
26,901
+1,925
| +8% | +$95.1K | 0.15% | 112 |
|
2024
Q2 | $1.2M | Sell |
24,976
-12,905
| -34% | -$620K | 0.14% | 114 |
|
2024
Q1 | $1.83M | Sell |
37,881
-6,716
| -15% | -$324K | 0.22% | 97 |
|
2023
Q4 | $2.15M | Sell |
44,597
-29,610
| -40% | -$1.43M | 0.28% | 84 |
|
2023
Q3 | $3.51M | Sell |
74,207
-20,998
| -22% | -$992K | 0.51% | 53 |
|
2023
Q2 | $4.54M | Sell |
95,205
-15,949
| -14% | -$760K | 0.66% | 43 |
|
2023
Q1 | $5.32M | Sell |
111,154
-27,055
| -20% | -$1.3M | 0.82% | 34 |
|
2022
Q4 | $6.55M | Sell |
138,209
-33,075
| -19% | -$1.57M | 0.99% | 25 |
|
2022
Q3 | $8.11M | Sell |
171,284
-45,498
| -21% | -$2.15M | 1.35% | 13 |
|
2022
Q2 | $10.5M | Sell |
216,782
-87,926
| -29% | -$4.25M | 1.6% | 10 |
|
2022
Q1 | $14.9M | Sell |
304,708
-4,950
| -2% | -$242K | 1.84% | 9 |
|
2021
Q4 | $15.5M | Sell |
309,658
-48,808
| -14% | -$2.44M | 1.94% | 8 |
|
2021
Q3 | $18.1M | Buy |
358,466
+13,629
| +4% | +$689K | 2.47% | 5 |
|
2021
Q2 | $17.6M | Buy |
344,837
+58,866
| +21% | +$3M | 2.38% | 5 |
|
2021
Q1 | $14.6M | Buy |
285,971
+43,245
| +18% | +$2.21M | 2.07% | 8 |
|
2020
Q4 | $12.5M | Buy |
242,726
+31,834
| +15% | +$1.64M | 1.88% | 9 |
|
2020
Q3 | $10.9M | Buy |
210,892
+4,429
| +2% | +$229K | 1.82% | 10 |
|
2020
Q2 | $10.7M | Buy |
206,463
+8,720
| +4% | +$451K | 1.96% | 9 |
|
2020
Q1 | $10.1M | Buy |
197,743
+29,320
| +17% | +$1.5M | 2.33% | 9 |
|
2019
Q4 | $8.72M | Buy |
168,423
+45,803
| +37% | +$2.37M | 1.55% | 16 |
|
2019
Q3 | $6.38M | Buy |
122,620
+23,080
| +23% | +$1.2M | 1.23% | 17 |
|
2019
Q2 | $5.14M | Buy |
99,540
+2,850
| +3% | +$147K | 1.01% | 27 |
|
2019
Q1 | $4.96M | Buy |
96,690
+15,170
| +19% | +$778K | 1.02% | 26 |
|
2018
Q4 | $4.16M | Buy |
81,520
+6,825
| +9% | +$348K | 0.95% | 31 |
|
2018
Q3 | $3.81M | Buy |
74,695
+18,705
| +33% | +$954K | 0.72% | 48 |
|
2018
Q2 | $2.87M | Buy |
55,990
+5,125
| +10% | +$262K | 0.59% | 57 |
|
2018
Q1 | $2.61M | Buy |
50,865
+37,565
| +282% | +$1.93M | 0.55% | 61 |
|
2017
Q4 | $687K | Buy |
+13,300
| New | +$687K | 0.14% | 127 |
|