DAS
Diversify Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,297
| Closed | -$257K | – | 661 |
|
|
2024
Q4 | $257K | Sell |
5,297
-2,249
| -30% | -$109K | 0.01% | 526 |
|
|
2024
Q3 | $368K | Hold |
7,546
| – | – | 0.02% | 448 |
|
|
2024
Q2 | $365K | Sell |
7,546
-1,047
| -12% | -$50.6K | 0.02% | 453 |
|
|
2024
Q1 | $413K | Buy |
+8,593
| New | +$413K | 0.02% | 468 |
|