EWM
Endowment Wealth Management’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 | $2.67M | Buy |
54,223
+5,927
| +12% | +$292K | 1.38% | 18 |
|
|
2025
Q1 | $2.37M | Buy |
48,296
+7,785
| +19% | +$383K | 1.53% | 16 |
|
|
2024
Q4 | $1.97M | Buy |
40,511
+6,097
| +18% | +$297K | 1.32% | 21 |
|
|
2024
Q3 | $1.7M | Buy |
34,414
+2,595
| +8% | +$128K | 1.12% | 25 |
|
|
2024
Q2 | $1.53M | Buy |
31,819
+1,286
| +4% | +$61.8K | 1.11% | 25 |
|
|
2024
Q1 | $1.47M | Buy |
30,533
+1,528
| +5% | +$73.7K | 1.1% | 26 |
|
|
2023
Q4 | $1.4M | Buy |
29,005
+2,534
| +10% | +$122K | 1.17% | 26 |
|
|
2023
Q3 | $1.25M | Buy |
26,471
+5,056
| +24% | +$239K | 1.12% | 24 |
|
|
2023
Q2 | $1.02M | Buy |
21,415
+1,464
| +7% | +$69.8K | 0.94% | 27 |
|
|
2023
Q1 | $955K | Buy |
19,951
+5,279
| +36% | +$253K | 0.96% | 27 |
|
|
2022
Q4 | $696K | Buy |
14,672
+3,108
| +27% | +$147K | 0.77% | 29 |
|
|
2022
Q3 | $548K | Buy |
11,564
+1,106
| +11% | +$52.4K | 0.66% | 36 |
|
|
2022
Q2 | $505K | Buy |
10,458
+3,252
| +45% | +$157K | 0.61% | 41 |
|
|
2022
Q1 | $353K | Buy |
7,206
+2,041
| +40% | +$100K | 0.37% | 68 |
|
|
2021
Q4 | $258K | Buy |
+5,165
| New | +$258K | 0.26% | 85 |
|