Fidelity Investments’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
Q1 | – | Sell |
-2
| Closed | -$97 | – | 5539 |
|
|
2024
Q4 | $97 | Sell |
2
-4
| -67% | -$194 | ﹤0.01% | 5110 |
|
|
2024
Q3 | $296 | Buy |
+6
| New | +$296 | ﹤0.01% | 5008 |
|
|
2024
Q2 | – | Sell |
-4
| Closed | -$193 | – | 5526 |
|
|
2024
Q1 | $193 | Buy |
4
+2
| +100% | +$97 | ﹤0.01% | 4916 |
|
|
2023
Q4 | $97 | Sell |
2
-1
| -33% | -$49 | ﹤0.01% | 4946 |
|
|
2023
Q3 | $142 | Sell |
3
-9
| -75% | -$426 | ﹤0.01% | 4819 |
|
|
2023
Q2 | $572 | Buy |
12
+9
| +300% | +$429 | ﹤0.01% | 4791 |
|
|
2023
Q1 | $144 | Sell |
3
-1
| -25% | -$48 | ﹤0.01% | 4873 |
|
|
2022
Q4 | $190 | Sell |
4
-47
| -92% | -$2.23K | ﹤0.01% | 4827 |
|
|
2022
Q3 | $2K | Buy |
51
+43
| +538% | +$1.69K | ﹤0.01% | 4559 |
|
|
2022
Q2 | $0 | Buy |
8
+4
| +100% | – | ﹤0.01% | 5256 |
|
|
2022
Q1 | $0 | Buy |
4
+2
| +100% | – | ﹤0.01% | 5268 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 4701 |
|
|
2021
Q3 | $0 | Sell |
2
-863
| -100% | – | ﹤0.01% | 4743 |
|
|
2021
Q2 | $44K | Buy |
865
+854
| +7,764% | +$43.4K | ﹤0.01% | 3191 |
|
|
2021
Q1 | $1K | Buy |
11
+5
| +83% | +$455 | ﹤0.01% | 3853 |
|
|
2020
Q4 | $0 | Buy |
6
+5
| +500% | – | ﹤0.01% | 4107 |
|
|
2020
Q3 | $0 | Sell |
1
-170
| -99% | – | ﹤0.01% | 3861 |
|
|
2020
Q2 | $9K | Buy |
171
+165
| +2,750% | +$8.68K | ﹤0.01% | 3133 |
|
|
2020
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 4005 |
|
|
2019
Q4 | – | Sell |
-5
| Closed | – | – | 4070 |
|
|
2019
Q3 | $0 | Buy |
5
+3
| +150% | – | ﹤0.01% | 4048 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 4001 |
|
|
2019
Q1 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 3961 |
|
|
2018
Q4 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 3882 |
|
|
2018
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3682 |
|