Essex LLC’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 | $250K | Sell |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $259K | Sell |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $262K | Hold |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $1.55M | Hold |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.95M | Sell |
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|
2022
Q2 | $2.07M | Sell |
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|
2022
Q1 | $2.77M | Sell |
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|
2021
Q4 | $3.46M | Sell |
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|
2021
Q3 | $5.47M | Buy |
|