FPWM
FSB Premier Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
66,661
+6,802
| +11% | +$335K | 1.17% | 22 |
|
|
2025
Q1 | $2.94M | Buy |
59,859
+4,272
| +8% | +$210K | 1.15% | 22 |
|
|
2024
Q4 | $2.71M | Buy |
55,587
+9,251
| +20% | +$450K | 1.08% | 24 |
|
|
2024
Q3 | $2.29M | Buy |
46,336
+8,341
| +22% | +$412K | 0.94% | 29 |
|
|
2024
Q2 | $1.83M | Buy |
37,995
+1,738
| +5% | +$83.5K | 0.82% | 32 |
|
|
2024
Q1 | $1.75M | Sell |
36,257
-1,510
| -4% | -$72.9K | 0.81% | 28 |
|
|
2023
Q4 | $1.82M | Buy |
37,767
+211
| +0.6% | +$10.2K | 0.91% | 26 |
|
|
2023
Q3 | $1.77M | Sell |
37,556
-6,244
| -14% | -$295K | 0.99% | 24 |
|
|
2023
Q2 | $2.09M | Buy |
43,800
+510
| +1% | +$24.3K | 1.13% | 22 |
|
|
2023
Q1 | $2.07M | Buy |
43,290
+4,402
| +11% | +$211K | 1.15% | 23 |
|
|
2022
Q4 | $1.84M | Sell |
38,888
-2,733
| -7% | -$130K | 1.01% | 26 |
|
|
2022
Q3 | $1.97M | Buy |
41,621
+1,266
| +3% | +$59.9K | 1.15% | 21 |
|
|
2022
Q2 | $1.95M | Buy |
40,355
+363
| +0.9% | +$17.5K | 1.08% | 23 |
|
|
2022
Q1 | $1.95M | Sell |
39,992
-3,906
| -9% | -$190K | 0.98% | 26 |
|
|
2021
Q4 | $2.19M | Sell |
43,898
-3,879
| -8% | -$194K | 0.92% | 27 |
|
|
2021
Q3 | $2.42M | Buy |
47,777
+7,084
| +17% | +$358K | 1.21% | 24 |
|
|
2021
Q2 | $2.07M | Sell |
40,693
-5,042
| -11% | -$257K | 1.06% | 26 |
|
|
2021
Q1 | $2.34M | Buy |
45,735
+384
| +0.8% | +$19.6K | 1.26% | 21 |
|
|
2020
Q4 | $2.33M | Buy |
+45,351
| New | +$2.33M | 1.25% | 25 |
|