EWM
EPG 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 | – | Sell |
-1,165
| Closed | -$57.3K | – | 384 |
|
|
2025
Q1 | $57.3K | Buy |
1,165
+12
| +1% | +$590 | 0.02% | 276 |
|
|
2024
Q4 | $56.1K | Sell |
1,153
-244
| -17% | -$11.9K | 0.01% | 290 |
|
|
2024
Q3 | $69K | Buy |
+1,397
| New | +$69K | 0.02% | 278 |
|
|
2024
Q2 | – | Sell |
-5,026
| Closed | -$242K | – | 237 |
|
|
2024
Q1 | $242K | Buy |
5,026
+207
| +4% | +$9.99K | 0.06% | 236 |
|
|
2023
Q4 | $231K | Buy |
4,819
+72
| +2% | +$3.46K | 0.06% | 225 |
|
|
2023
Q3 | $224K | Buy |
4,747
+44
| +0.9% | +$2.08K | 0.07% | 224 |
|
|
2023
Q2 | $224K | Buy |
4,703
+35
| +0.7% | +$1.67K | 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% | -$96.9K | 0.19% | 109 |
|
|
2022
Q2 | $567K | Buy |
11,749
+48
| +0.4% | +$2.32K | 0.24% | 91 |
|
|
2022
Q1 | $573K | Sell |
11,701
-1,287
| -10% | -$63K | 0.2% | 101 |
|
|
2021
Q4 | $649K | Buy |
12,988
+710
| +6% | +$35.5K | 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% | -$80.9K | 0.27% | 86 |
|
|
2021
Q1 | $721K | Buy |
+14,116
| New | +$721K | 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% | -$2.51M | 0.48% | 53 |
|
|
2019
Q4 | $3.21M | Buy |
+61,923
| New | +$3.21M | 2.35% | 8 |
|