EPG 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	–	Sell	-1,165	Closed	-$57.3K	–	392
2025 Q1	$57.3K	Buy	1,165 +12	+1%	+$586	0.02%	280
2024 Q4	$56.1K	Sell	1,153 -244	-17%	-$11.9K	0.01%	290
2024 Q3	$69K	Buy	+1,397	New	+$68.4K	0.02%	278
2024 Q2	–	Sell	-5,026	Closed	-$241K	–	237
2024 Q1	$242K	Buy	5,026 +207	+4%	+$9.98K	0.06%	236
2023 Q4	$231K	Buy	4,819 +72	+2%	+$3.41K	0.06%	225
2023 Q3	$224K	Buy	4,747 +44	+0.9%	+$2.09K	0.07%	224
2023 Q2	$224K	Buy	4,703 +35	+0.7%	+$1.68K	0.07%	220
2023 Q1	$223K	Buy	4,668 +35	+0.8%	+$1.68K	0.07%	219
2022 Q4	$220K	Sell	4,633 -5,072	-52%	-$240K	0.08%	200
2022 Q3	$460K	Sell	9,705 -2,044	-17%	-$98.6K	0.19%	109
2022 Q2	$567K	Buy	11,749 +48	+0.4%	+$2.33K	0.24%	91
2022 Q1	$573K	Sell	11,701 -1,287	-10%	-$63.7K	0.2%	101
2021 Q4	$649K	Buy	12,988 +710	+6%	+$35.7K	0.23%	91
2021 Q3	$621K	Sell	12,278 -249	-2%	-$12.6K	0.25%	86
2021 Q2	$638K	Sell	12,527 -1,589	-11%	-$81.1K	0.27%	86
2021 Q1	$721K	Buy	+14,116	New	+$725K	0.35%	67
2020 Q3	–	Sell	-13,103	Closed	-$677K	–	135
2020 Q2	$677K	Buy	13,103 +368	+3%	+$19K	0.48%	50
2020 Q1	$649K	Sell	12,735 -49,188	-79%	-$2.55M	0.48%	53
2019 Q4	$3.21M	Buy	+61,923	New	+$3.21M	2.35%	8