Global Assets 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 | $1.31M | Sell |
26,585
-53,770
| -67% | -$2.65M | 0.51% | 48 |
|
|
2025
Q1 | $3.93M | Buy |
80,355
+53,570
| +200% | +$2.62M | 0.74% | 27 |
|
|
2024
Q4 | $1.3M | Hold |
26,785
| – | – | 0.72% | 33 |
|
|
2024
Q3 | $1.33M | Buy |
+26,785
| New | +$1.33M | 0.73% | 34 |
|
|
2024
Q2 | – | Sell |
-1,290,892
| Closed | -$26.9M | – | 318 |
|
|
2024
Q1 | $26.9M | Buy |
1,290,892
+1,263,932
| +4,688% | +$26.3M | 1.23% | 18 |
|
|
2023
Q4 | $1.3M | Hold |
26,960
| – | – | 1.69% | 17 |
|
|
2023
Q3 | $1.27M | Sell |
26,960
-699
| -3% | -$33K | 1.12% | 23 |
|
|
2023
Q2 | $1.32M | Hold |
27,659
| – | – | 1.21% | 21 |
|
|
2023
Q1 | $1.33M | Hold |
27,659
| – | – | 1.35% | 18 |
|
|
2022
Q4 | $1.31M | Hold |
27,659
| – | – | 1.38% | 15 |
|
|
2022
Q3 | $1.3M | Buy |
+27,659
| New | +$1.3M | 1.31% | 16 |
|