GWP
Gateway Wealth Partners’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 | $958K | Sell |
19,455
-2,134
| -10% | -$105K | 0.18% | 124 |
|
|
2025
Q1 | $1.06M | Buy |
21,589
+1,423
| +7% | +$70K | 0.24% | 106 |
|
|
2024
Q4 | $981K | Sell |
20,166
-529
| -3% | -$25.7K | 0.25% | 93 |
|
|
2024
Q3 | $1.02M | Buy |
20,695
+1,252
| +6% | +$61.9K | 0.28% | 87 |
|
|
2024
Q2 | $934K | Buy |
19,443
+1,181
| +6% | +$56.7K | 0.28% | 90 |
|
|
2024
Q1 | $881K | Sell |
18,262
-855
| -4% | -$41.3K | 0.32% | 78 |
|
|
2023
Q4 | $924K | Buy |
19,117
+1,447
| +8% | +$69.9K | 0.37% | 71 |
|
|
2023
Q3 | $835K | Buy |
17,670
+2,407
| +16% | +$114K | 0.15% | 93 |
|
|
2023
Q2 | $728K | Buy |
15,263
+2,788
| +22% | +$133K | 0.13% | 97 |
|
|
2023
Q1 | $597K | Sell |
12,475
-7,494
| -38% | -$359K | 0.09% | 108 |
|
|
2022
Q4 | $947K | Buy |
+19,969
| New | +$947K | 0.16% | 70 |
|