Financial Enhancement Group’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 | $18.1M | Sell |
369,039
-128,060
| -26% | -$6.3M | 2.59% | 10 |
|
|
2025
Q1 | $24.2M | Buy |
497,099
+244,979
| +97% | +$11.9M | 3.78% | 4 |
|
|
2024
Q4 | $12.2M | Sell |
252,120
-190,285
| -43% | -$9.21M | 1.87% | 16 |
|
|
2024
Q3 | $21.3M | Buy |
442,405
+206,322
| +87% | +$9.91M | 4.13% | 5 |
|
|
2024
Q2 | $11.5M | Buy |
236,083
+3,263
| +1% | +$159K | 1.86% | 16 |
|
|
2024
Q1 | $11.1M | Sell |
232,820
-335,663
| -59% | -$16M | 1.83% | 14 |
|
|
2023
Q4 | $27.5M | Buy |
568,483
+230,895
| +68% | +$11.2M | 4.84% | 4 |
|
|
2023
Q3 | $15.9M | Sell |
337,588
-3,525
| -1% | -$166K | 3.06% | 5 |
|
|
2023
Q2 | $16.2M | Sell |
341,113
-101,292
| -23% | -$4.82M | 3% | 7 |
|
|
2023
Q1 | $21.3M | Buy |
442,405
+134,921
| +44% | +$6.48M | 4.13% | 5 |
|
|
2022
Q4 | $14.7M | Buy |
307,484
+97,944
| +47% | +$4.7M | 2.83% | 7 |
|
|
2022
Q3 | $9.92M | Buy |
+209,540
| New | +$9.92M | 2.29% | 11 |
|