Equitable Holdings’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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
54,529
+18,809
| +53% | +$927K | 0.02% | 487 |
|
|
2025
Q1 | $1.76M | Buy |
35,720
+12,452
| +54% | +$612K | 0.02% | 549 |
|
|
2024
Q4 | $1.13M | Sell |
23,268
-281
| -1% | -$13.7K | 0.01% | 643 |
|
|
2024
Q3 | $1.16M | Sell |
23,549
-4,273
| -15% | -$211K | 0.01% | 637 |
|
|
2024
Q2 | $1.34M | Buy |
27,822
+6,784
| +32% | +$326K | 0.01% | 579 |
|
|
2024
Q1 | $1.02M | Buy |
21,038
+5,693
| +37% | +$275K | 0.01% | 617 |
|
|
2023
Q4 | $741K | Buy |
15,345
+549
| +4% | +$26.5K | 0.01% | 656 |
|
|
2023
Q3 | $699K | Buy |
14,796
+357
| +2% | +$16.9K | 0.01% | 628 |
|
|
2023
Q2 | $688K | Sell |
14,439
-5,397
| -27% | -$257K | 0.01% | 613 |
|
|
2023
Q1 | $950K | Buy |
19,836
+3,860
| +24% | +$185K | 0.02% | 476 |
|
|
2022
Q4 | $757K | Buy |
15,976
+660
| +4% | +$31.3K | 0.01% | 510 |
|
|
2022
Q3 | $725K | Buy |
15,316
+6,648
| +77% | +$315K | 0.01% | 475 |
|
|
2022
Q2 | $419K | Sell |
8,668
-14,353
| -62% | -$694K | 0.01% | 597 |
|
|
2022
Q1 | $1.13M | Sell |
23,021
-10,088
| -30% | -$494K | 0.02% | 385 |
|
|
2021
Q4 | $1.66M | Sell |
33,109
-819
| -2% | -$40.9K | 0.03% | 306 |
|
|
2021
Q3 | $1.72M | Buy |
33,928
+2,668
| +9% | +$135K | 0.03% | 286 |
|
|
2021
Q2 | $1.59M | Sell |
31,260
-773
| -2% | -$39.3K | 0.03% | 291 |
|
|
2021
Q1 | $1.64M | Buy |
32,033
+262
| +0.8% | +$13.4K | 0.03% | 273 |
|
|
2020
Q4 | $1.64M | Buy |
31,771
+6,157
| +24% | +$317K | 0.04% | 256 |
|
|
2020
Q3 | $1.32M | Buy |
25,614
+5,021
| +24% | +$260K | 0.03% | 266 |
|
|
2020
Q2 | $1.06M | Buy |
20,593
+2,405
| +13% | +$124K | 0.03% | 291 |
|
|
2020
Q1 | $928K | Buy |
18,188
+755
| +4% | +$38.5K | 0.03% | 271 |
|
|
2019
Q4 | $903K | Buy |
+17,433
| New | +$903K | 0.03% | 305 |
|