Gladstone Institutional Advisory’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 | $884K | Sell |
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|
2025
Q2 | $933K | Buy |
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|
2025
Q1 | $904K | Buy |
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|
2024
Q4 | $796K | Buy |
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|
2024
Q3 | $675K | Sell |
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|
2024
Q2 | $726K | Sell |
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|
2024
Q1 | $766K | Sell |
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|
2023
Q4 | $789K | Buy |
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|
2023
Q3 | $685K | Sell |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $900K | Buy |
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|
2022
Q4 | $890K | Sell |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $774K | Sell |
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|
2022
Q1 | $912K | Buy |
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|
2021
Q4 | $583K | Buy |
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|
2021
Q3 | $582K | Sell |
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|
2021
Q2 | $739K | Buy |
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|
2021
Q1 | $403K | Buy |
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|
2020
Q4 | $383K | Sell |
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|
2020
Q3 | $1.65M | Sell |
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|
2020
Q2 | $1.87M | Buy |
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