GeoWealth 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $882K | Buy |
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|
2025
Q2 | $746K | Sell |
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|
2025
Q1 | $757K | Buy |
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|
2024
Q4 | $205K | Sell |
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|
2024
Q3 | $533K | Buy |
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|
2024
Q2 | $495K | Buy |
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|
2024
Q1 | $477K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $45K | Buy |
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|
2023
Q2 | $38K | Sell |
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|
2023
Q1 | $70K | Sell |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $878K | Sell |
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|
2022
Q2 | $915K | Sell |
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|
2022
Q1 | $931K | Buy |
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|
2021
Q4 | $937K | Sell |
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|
2021
Q3 | $5.21M | Buy |
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|
2021
Q2 | $3.21M | Buy |
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|
2021
Q1 | $3.01M | Buy |
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|
2020
Q4 | $2.93M | Sell |
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|
2020
Q3 | $3.08M | Sell |
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|
2020
Q2 | $3.29M | Sell |
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|
2020
Q1 | $3.25M | Buy |
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|
2019
Q4 | $2.87M | Buy |
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