Dynamic Advisor 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 | $578K | Buy |
11,739
+1,806
| +18% | +$89K | 0.02% | 572 |
|
|
2025
Q1 | $488K | Buy |
9,933
+1,282
| +15% | +$63K | 0.02% | 589 |
|
|
2024
Q4 | $421K | Sell |
8,651
-865
| -9% | -$42.1K | 0.02% | 456 |
|
|
2024
Q3 | $470K | Sell |
9,516
-1,119
| -11% | -$55.3K | 0.01% | 629 |
|
|
2024
Q2 | $511K | Sell |
10,635
-2,831
| -21% | -$136K | 0.02% | 620 |
|
|
2024
Q1 | $650K | Sell |
13,466
-10,772
| -44% | -$520K | 0.02% | 541 |
|
|
2023
Q4 | $1.17M | Buy |
+24,238
| New | +$1.17M | 0.04% | 385 |
|
|
2023
Q1 | – | Sell |
-17,638
| Closed | -$836K | – | 780 |
|
|
2022
Q4 | $836K | Buy |
17,638
+108
| +0.6% | +$5.12K | 0.06% | 313 |
|
|
2022
Q3 | $830K | Sell |
17,530
-167
| -0.9% | -$7.91K | 0.06% | 284 |
|
|
2022
Q2 | $855K | Buy |
17,697
+7,073
| +67% | +$342K | 0.07% | 276 |
|
|
2022
Q1 | $520K | Buy |
10,624
+3,255
| +44% | +$159K | 0.04% | 427 |
|
|
2021
Q4 | $368K | Buy |
7,369
+1,628
| +28% | +$81.3K | 0.03% | 508 |
|
|
2021
Q3 | $290K | Buy |
5,741
+48
| +0.8% | +$2.43K | 0.02% | 586 |
|
|
2021
Q2 | $290K | Buy |
5,693
+1,088
| +24% | +$55.4K | 0.02% | 549 |
|
|
2021
Q1 | $235K | Sell |
4,605
-359
| -7% | -$18.3K | 0.02% | 570 |
|
|
2020
Q4 | $255K | Sell |
4,964
-54
| -1% | -$2.77K | 0.02% | 537 |
|
|
2020
Q3 | $259K | Sell |
5,018
-454
| -8% | -$23.4K | 0.03% | 472 |
|
|
2020
Q2 | $283K | Buy |
+5,472
| New | +$283K | 0.04% | 397 |
|