DWMS
Dominguez Wealth Management Solutions’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
Q2 | $3.17M | Buy |
64,272
+1,035
| +2% | +$51K | 2.2% | 10 |
|
|
2025
Q1 | $3.11M | Buy |
63,237
+785
| +1% | +$38.6K | 2.28% | 9 |
|
|
2024
Q4 | $3.04M | Buy |
62,452
+187
| +0.3% | +$9.1K | 2.22% | 9 |
|
|
2024
Q3 | $3.08M | Sell |
62,265
-3,933
| -6% | -$194K | 2.23% | 10 |
|
|
2024
Q2 | $3.18M | Buy |
66,198
+727
| +1% | +$34.9K | 2.4% | 9 |
|
|
2024
Q1 | $3.16M | Buy |
65,471
+2,152
| +3% | +$104K | 2.49% | 9 |
|
|
2023
Q4 | $3.06M | Sell |
63,319
-41,596
| -40% | -$2.01M | 2.54% | 9 |
|
|
2023
Q3 | $4.96M | Sell |
104,915
-1,981
| -2% | -$93.6K | 4.58% | 6 |
|
|
2023
Q2 | $5.1M | Buy |
106,896
+2,769
| +3% | +$132K | 4.45% | 6 |
|
|
2023
Q1 | $4.98M | Buy |
104,127
+4,664
| +5% | +$223K | 4.57% | 6 |
|
|
2022
Q4 | $4.72M | Buy |
+99,463
| New | +$4.72M | 4.69% | 6 |
|