Financial Advocates Investment 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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Sell |
60,687
-546
| -0.9% | -$26.9K | 0.24% | 93 |
|
|
2025
Q1 | $3.01M | Sell |
61,233
-2,436
| -4% | -$120K | 0.21% | 113 |
|
|
2024
Q4 | $3.1M | Sell |
63,669
-46,378
| -42% | -$2.26M | 0.18% | 129 |
|
|
2024
Q3 | $5.28M | Buy |
110,047
+39,595
| +56% | +$1.9M | 0.3% | 76 |
|
|
2024
Q2 | $3.39M | Sell |
70,452
-190,186
| -73% | -$9.14M | 0.21% | 105 |
|
|
2024
Q1 | $12.6M | Buy |
260,638
+113,794
| +77% | +$5.51M | 0.73% | 23 |
|
|
2023
Q4 | $7.1M | Buy |
146,844
+41,860
| +40% | +$2.02M | 0.46% | 53 |
|
|
2023
Q3 | $4.95M | Sell |
104,984
-7,082
| -6% | -$334K | 0.36% | 72 |
|
|
2023
Q2 | $5.34M | Buy |
112,066
+127
| +0.1% | +$6.05K | 0.38% | 64 |
|
|
2023
Q1 | $5.36M | Buy |
111,939
+1,974
| +2% | +$94.5K | 0.39% | 53 |
|
|
2022
Q4 | $5.21M | Sell |
109,965
-9,846
| -8% | -$467K | 0.39% | 60 |
|
|
2022
Q3 | $6.13M | Buy |
119,811
+1,492
| +1% | +$76.3K | 0.51% | 37 |
|
|
2022
Q2 | $5.71M | Buy |
118,319
+7,715
| +7% | +$373K | 0.46% | 40 |
|
|
2022
Q1 | $5.41M | Sell |
110,604
-8,407
| -7% | -$412K | 0.36% | 66 |
|
|
2021
Q4 | $5.95M | Sell |
119,011
-6,843
| -5% | -$342K | 0.37% | 49 |
|
|
2021
Q3 | $6.37M | Buy |
125,854
+50,705
| +67% | +$2.56M | 0.43% | 43 |
|
|
2021
Q2 | $3.82M | Sell |
75,149
-62,929
| -46% | -$3.2M | 0.26% | 86 |
|
|
2021
Q1 | $7.08M | Buy |
138,078
+2,047
| +2% | +$105K | 0.5% | 33 |
|
|
2020
Q4 | $7M | Buy |
136,031
+18,932
| +16% | +$974K | 0.48% | 44 |
|
|
2020
Q3 | $6.05M | Buy |
117,099
+23,715
| +25% | +$1.23M | 0.52% | 39 |
|
|
2020
Q2 | $4.83M | Buy |
93,384
+12,760
| +16% | +$659K | 0.46% | 39 |
|
|
2020
Q1 | $4.11M | Buy |
80,624
+43,552
| +117% | +$2.22M | 0.59% | 37 |
|
|
2019
Q4 | $1.92M | Buy |
37,072
+1,688
| +5% | +$87.4K | 0.2% | 119 |
|
|
2019
Q3 | $1.84M | Buy |
35,384
+1,706
| +5% | +$88.7K | 0.21% | 116 |
|
|
2019
Q2 | $1.74M | Buy |
33,678
+7,119
| +27% | +$368K | 0.2% | 126 |
|
|
2019
Q1 | $1.36M | Buy |
26,559
+3,032
| +13% | +$155K | 0.17% | 143 |
|
|
2018
Q4 | $1.2M | Buy |
23,527
+1,271
| +6% | +$64.9K | 0.16% | 146 |
|
|
2018
Q3 | $1.13M | Buy |
22,256
+2,125
| +11% | +$108K | 0.13% | 173 |
|
|
2018
Q2 | $1.03M | Buy |
20,131
+5,408
| +37% | +$277K | 0.12% | 171 |
|
|
2018
Q1 | $756K | Sell |
14,723
-7,378
| -33% | -$379K | 0.1% | 208 |
|
|
2017
Q4 | $1.14M | Buy |
+22,101
| New | +$1.14M | 0.16% | 141 |
|