DHJJ Financial Advisors’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 | $20.7K | Hold |
421
| – | – | 0.01% | 466 |
|
|
2025
Q1 | $20.7K | Buy |
421
+30
| +8% | +$1.48K | 0.01% | 420 |
|
|
2024
Q4 | $19K | Sell |
391
-512
| -57% | -$24.9K | 0.01% | 424 |
|
|
2024
Q3 | $44.6K | Sell |
903
-455
| -34% | -$22.5K | 0.02% | 319 |
|
|
2024
Q2 | $65.3K | Sell |
1,358
-70
| -5% | -$3.36K | 0.03% | 242 |
|
|
2024
Q1 | $68.9K | Sell |
1,428
-30
| -2% | -$1.45K | 0.03% | 229 |
|
|
2023
Q4 | $70.5K | Sell |
1,458
-20
| -1% | -$966 | 0.03% | 220 |
|
|
2023
Q3 | $69.8K | Buy |
+1,478
| New | +$69.8K | 0.04% | 215 |
|