Goldstone Financial Group’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 | $422K | Buy |
8,569
+3,032
| +55% | +$149K | 0.06% | 165 |
|
|
2025
Q1 | $272K | Buy |
+5,537
| New | +$272K | 0.04% | 177 |
|
|
2023
Q4 | – | Sell |
-18,410
| Closed | -$870K | – | 165 |
|
|
2023
Q3 | $870K | Buy |
18,410
+2,051
| +13% | +$96.9K | 0.26% | 77 |
|
|
2023
Q2 | $780K | Buy |
16,359
+5,105
| +45% | +$243K | 0.23% | 80 |
|
|
2023
Q1 | $539K | Buy |
+11,254
| New | +$539K | 0.18% | 83 |
|