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
Q4 | $817K | Buy |
16,347
+444
| +3% | +$22.2K | 0.01% | 728 |
|
|
2025
Q3 | $792K | Buy |
15,903
+583
| +4% | +$28.9K | 0.02% | 610 |
|
|
2025
Q2 | $755K | Buy |
+15,320
| New | +$750K | 0.02% | 587 |
|
|
2024
Q4 | $577K | Sell |
11,857
-988
| -8% | -$48.3K | 0.02% | 588 |
|
|
2024
Q3 | $635K | Buy |
12,845
+567
| +5% | +$27.8K | 0.02% | 570 |
|
|
2024
Q2 | $590K | Sell |
12,278
-3,511
| -22% | -$169K | 0.02% | 565 |
|
|
2024
Q1 | $762K | Sell |
15,789
-6,010
| -28% | -$290K | 0.03% | 422 |
|
|
2023
Q4 | $1.06M | Buy |
21,799
+2,037
| +10% | +$96.6K | 0.04% | 332 |
|
|
2023
Q3 | $929K | Buy |
19,762
+4,064
| +26% | +$193K | 0.05% | 318 |
|
|
2023
Q2 | $748K | Buy |
15,698
+3,140
| +25% | +$151K | 0.04% | 370 |
|
|
2023
Q1 | $605K | Buy |
12,558
+635
| +5% | +$30.4K | 0.03% | 391 |
|
|
2022
Q4 | $565K | Buy |
11,923
+885
| +8% | +$41.8K | 0.04% | 355 |
|
|
2022
Q3 | $517K | Buy |
11,038
+1,141
| +12% | +$55K | 0.04% | 358 |
|
|
2022
Q2 | $478K | Sell |
9,897
-316
| -3% | -$15.4K | 0.04% | 362 |
|
|
2022
Q1 | $497K | Buy |
+10,213
| New | +$506K | 0.04% | 357 |
|
|
2021
Q4 | – | Sell |
-17,249
| Closed | -$872K | – | 1127 |
|
|
2021
Q3 | $872K | Buy |
17,249
+3,917
| +29% | +$199K | 0.09% | 204 |
|
|
2021
Q2 | $679K | Sell |
13,332
-4,553
| -25% | -$233K | 0.07% | 245 |
|
|
2021
Q1 | $913K | Sell |
17,885
-1,740
| -9% | -$89.4K | 0.11% | 180 |
|
|
2020
Q4 | $1.01M | Buy |
19,625
+1,527
| +8% | +$78.7K | 0.13% | 153 |
|
|
2020
Q3 | $935K | Buy |
18,098
+3,030
| +20% | +$157K | 0.14% | 155 |
|
|
2020
Q2 | $779K | Buy |
15,068
+5,479
| +57% | +$283K | 0.12% | 164 |
|
|
2020
Q1 | $489K | Buy |
9,589
+863
| +10% | +$44.8K | 0.09% | 194 |
|
|
2019
Q4 | $452K | Buy |
8,726
+1,542
| +21% | +$80K | 0.07% | 244 |
|
|
2019
Q3 | $373K | Buy |
7,184
+725
| +11% | +$37.6K | 0.06% | 257 |
|
|
2019
Q2 | $334K | Buy |
6,459
+1,697
| +36% | +$87.3K | 0.06% | 245 |
|
|
2019
Q1 | $244K | Hold |
4,762
| – | – | 0.06% | 263 |
|
|
2018
Q4 | $243K | Buy |
4,762
+4,386
| +1,166% | +$223K | 0.06% | 250 |
|
|
2018
Q3 | $19K | Buy |
376
+145
| +63% | +$7.41K | ﹤0.01% | 832 |
|
|
2018
Q2 | $12K | Hold |
231
| – | – | ﹤0.01% | 951 |
|
|
2018
Q1 | $12K | Sell |
231
-195
| -46% | -$10K | ﹤0.01% | 911 |
|
|
2017
Q4 | $22K | Sell |
426
-656
| -61% | -$34K | 0.01% | 700 |
|
|
2017
Q3 | $56K | Sell |
1,082
-472
| -30% | -$24.6K | 0.02% | 414 |
|
|
2017
Q2 | $81K | Sell |
1,554
-5,440
| -78% | -$284K | 0.04% | 331 |
|
|
2017
Q1 | $364K | Buy |
+6,994
| New | +$365K | 0.2% | 110 |
|
Other funds holding LMBS
