Daymark Wealth Partners’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 | $208K | Buy |
+4,227
| New | +$208K | 0.01% | 534 |
|
|
2024
Q1 | – | Sell |
-4,343
| Closed | -$210K | – | 438 |
|
|
2023
Q4 | $210K | Sell |
4,343
-1,340
| -24% | -$64.7K | 0.01% | 380 |
|
|
2023
Q3 | $268K | Sell |
5,683
-450
| -7% | -$21.3K | 0.02% | 323 |
|
|
2023
Q2 | $292K | Buy |
6,133
+78
| +1% | +$3.72K | 0.02% | 299 |
|
|
2023
Q1 | $290K | Buy |
+6,055
| New | +$290K | 0.04% | 241 |
|