Golden State Wealth Management’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 | $164K | Sell |
3,330
-1,451
| -30% | -$71.5K | 0.02% | 392 |
|
|
2025
Q1 | $235K | Buy |
4,781
+4,531
| +1,812% | +$223K | 0.03% | 316 |
|
|
2024
Q4 | $12.2K | Buy |
+250
| New | +$12.2K | ﹤0.01% | 911 |
|
|
2022
Q1 | – | Sell |
-6,963
| Closed | -$348K | – | 336 |
|
|
2021
Q4 | $348K | Sell |
6,963
-1,599
| -19% | -$79.9K | 0.06% | 268 |
|
|
2021
Q3 | $433K | Buy |
8,562
+602
| +8% | +$30.4K | 0.09% | 182 |
|
|
2021
Q2 | $405K | Sell |
7,960
-906
| -10% | -$46.1K | 0.09% | 189 |
|
|
2021
Q1 | $452K | Sell |
8,866
-18,648
| -68% | -$951K | 0.15% | 110 |
|
|
2020
Q4 | $1.42M | Buy |
27,514
+9,260
| +51% | +$476K | 0.41% | 48 |
|
|
2020
Q3 | $943K | Sell |
18,254
-6,775
| -27% | -$350K | 0.32% | 54 |
|
|
2020
Q2 | $1.29M | Buy |
25,029
+21,779
| +670% | +$1.13M | 0.41% | 41 |
|
|
2020
Q1 | $166K | Buy |
+3,250
| New | +$166K | 0.07% | 179 |
|
|
2019
Q4 | – | Sell |
-5,625
| Closed | -$292K | – | 547 |
|
|
2019
Q3 | $292K | Hold |
5,625
| – | – | 0.1% | 158 |
|
|
2019
Q2 | $290K | Buy |
5,625
+3,918
| +230% | +$202K | 0.09% | 170 |
|
|
2019
Q1 | $88K | Buy |
+1,707
| New | +$88K | 0.03% | 341 |
|