Destiny 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 | $2.93M | Buy |
59,543
+4,864
| +9% | +$240K | 0.39% | 62 |
|
|
2025
Q1 | $2.69M | Buy |
54,679
+4,125
| +8% | +$203K | 0.43% | 60 |
|
|
2024
Q4 | $2.46M | Buy |
50,554
+2,885
| +6% | +$140K | 0.4% | 62 |
|
|
2024
Q3 | $2.36M | Sell |
47,669
-923
| -2% | -$45.6K | 0.41% | 60 |
|
|
2024
Q2 | $2.33M | Sell |
48,592
-1,039
| -2% | -$49.9K | 0.42% | 59 |
|
|
2024
Q1 | $2.39M | Sell |
49,631
-1,470
| -3% | -$70.9K | 0.43% | 57 |
|
|
2023
Q4 | $2.47M | Sell |
51,101
-1,761
| -3% | -$85K | 0.46% | 57 |
|
|
2023
Q3 | $2.5M | Sell |
52,862
-18,033
| -25% | -$852K | 0.5% | 56 |
|
|
2023
Q2 | $3.38M | Sell |
70,895
-3,265
| -4% | -$156K | 0.65% | 49 |
|
|
2023
Q1 | $3.55M | Sell |
74,160
-8,742
| -11% | -$418K | 0.73% | 43 |
|
|
2022
Q4 | $3.93M | Sell |
82,902
-1,711
| -2% | -$81.1K | 0.85% | 37 |
|
|
2022
Q3 | $4.01M | Buy |
84,613
+5,162
| +6% | +$244K | 0.9% | 38 |
|
|
2022
Q2 | $3.84M | Sell |
79,451
-939
| -1% | -$45.4K | 0.85% | 41 |
|
|
2022
Q1 | $3.94M | Sell |
80,390
-815
| -1% | -$39.9K | 0.77% | 43 |
|
|
2021
Q4 | $4.06M | Sell |
81,205
-2,950
| -4% | -$147K | 0.78% | 47 |
|
|
2021
Q3 | $4.26M | Sell |
84,155
-14,302
| -15% | -$723K | 0.85% | 46 |
|
|
2021
Q2 | $5.01M | Sell |
98,457
-3,976
| -4% | -$202K | 0.96% | 45 |
|
|
2021
Q1 | $5.23M | Sell |
102,433
-1,156
| -1% | -$59K | 1.09% | 33 |
|
|
2020
Q4 | $5.33M | Buy |
+103,589
| New | +$5.33M | 1.11% | 32 |
|