Endowment Wealth Management’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $1.7M | Buy |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $955K | Buy |
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|
2022
Q4 | $696K | Buy |
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|
2022
Q3 | $548K | Buy |
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|
2022
Q2 | $505K | Buy |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $258K | Buy |
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