Global Retirement Partners’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 | $792K | Buy |
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|
2025
Q2 | $755K | Buy |
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|
2024
Q4 | $577K | Sell |
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|
2024
Q3 | $635K | Buy |
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|
2024
Q2 | $590K | Sell |
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|
2024
Q1 | $762K | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $929K | Buy |
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|
2023
Q2 | $748K | Buy |
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|
2023
Q1 | $605K | Buy |
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|
2022
Q4 | $565K | Buy |
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|
2022
Q3 | $517K | Buy |
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|
2022
Q2 | $478K | Sell |
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|
2022
Q1 | $497K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $872K | Buy |
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|
2021
Q2 | $679K | Sell |
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|
2021
Q1 | $913K | Sell |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $935K | Buy |
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|
2020
Q2 | $779K | Buy |
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|
2020
Q1 | $489K | Buy |
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|
2019
Q4 | $452K | Buy |
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|
2019
Q3 | $373K | Buy |
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|
2019
Q2 | $334K | Buy |
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|
2019
Q1 | $244K | Hold |
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|
2018
Q4 | $243K | Buy |
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|
2018
Q3 | $19K | Buy |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $12K | Sell |
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|
2017
Q4 | $22K | Sell |
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|
2017
Q3 | $56K | Sell |
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|
2017
Q2 | $81K | Sell |
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|
2017
Q1 | $364K | Buy |
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