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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Buy |
18,932
+549
| +3% | +$27K | 0.04% | 357 |
|
|
2025
Q1 | $904K | Buy |
18,383
+2,021
| +12% | +$99.4K | 0.04% | 350 |
|
|
2024
Q4 | $796K | Buy |
16,362
+2,710
| +20% | +$132K | 0.04% | 369 |
|
|
2024
Q3 | $675K | Sell |
13,652
-1,463
| -10% | -$72.3K | 0.03% | 382 |
|
|
2024
Q2 | $726K | Sell |
15,115
-765
| -5% | -$36.8K | 0.04% | 354 |
|
|
2024
Q1 | $766K | Sell |
15,880
-454
| -3% | -$21.9K | 0.04% | 330 |
|
|
2023
Q4 | $789K | Buy |
16,334
+1,841
| +13% | +$89K | 0.04% | 329 |
|
|
2023
Q3 | $685K | Sell |
14,493
-7,896
| -35% | -$373K | 0.04% | 338 |
|
|
2023
Q2 | $1.07M | Buy |
22,389
+3,583
| +19% | +$171K | 0.07% | 263 |
|
|
2023
Q1 | $900K | Buy |
18,806
+42
| +0.2% | +$2.01K | 0.06% | 307 |
|
|
2022
Q4 | $890K | Sell |
18,764
-7,110
| -27% | -$337K | 0.06% | 297 |
|
|
2022
Q3 | $1.23M | Buy |
25,874
+9,842
| +61% | +$466K | 0.1% | 239 |
|
|
2022
Q2 | $774K | Sell |
16,032
-2,596
| -14% | -$125K | 0.06% | 322 |
|
|
2022
Q1 | $912K | Buy |
18,628
+6,973
| +60% | +$341K | 0.06% | 307 |
|
|
2021
Q4 | $583K | Buy |
11,655
+150
| +1% | +$7.5K | 0.05% | 347 |
|
|
2021
Q3 | $582K | Sell |
11,505
-3,022
| -21% | -$153K | 0.06% | 295 |
|
|
2021
Q2 | $739K | Buy |
14,527
+6,644
| +84% | +$338K | 0.09% | 233 |
|
|
2021
Q1 | $403K | Buy |
7,883
+434
| +6% | +$22.2K | 0.06% | 267 |
|
|
2020
Q4 | $383K | Sell |
7,449
-24,390
| -77% | -$1.25M | 0.08% | 199 |
|
|
2020
Q3 | $1.65M | Sell |
31,839
-4,268
| -12% | -$221K | 0.39% | 56 |
|
|
2020
Q2 | $1.87M | Buy |
+36,107
| New | +$1.87M | 0.47% | 47 |
|