Gentry Private Wealth’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	$323K	Sell	6,561 -15,275	-70%	-$752K	0.25%	73
2025 Q1	$1.07M	Sell	21,836 -245	-1%	-$12K	0.88%	18
2024 Q4	$1.07M	Sell	22,081 -363	-2%	-$17.7K	4.47%	9
2024 Q3	$1.11M	Sell	22,444 -4,199	-16%	-$207K	0.91%	19
2024 Q2	$1.28M	Buy	+26,643	New	+$1.28M	1.13%	13