GPS Wealth Strategies Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Buy |
19,823
+582
| +3% | +$28.7K | 0.11% | 116 |
|
|
2025
Q1 | $946K | Sell |
19,241
-263
| -1% | -$12.9K | 0.13% | 118 |
|
|
2024
Q4 | $949K | Buy |
19,504
+797
| +4% | +$38.8K | 0.12% | 112 |
|
|
2024
Q3 | $921K | Buy |
18,707
+13,741
| +277% | +$676K | 0.12% | 123 |
|
|
2024
Q2 | $239K | Sell |
4,966
-550
| -10% | -$26.4K | 0.04% | 235 |
|
|
2024
Q1 | $266K | Buy |
5,516
+159
| +3% | +$7.67K | 0.04% | 215 |
|
|
2023
Q4 | $259K | Sell |
5,357
-1,440
| -21% | -$69.6K | 0.05% | 222 |
|
|
2023
Q3 | $321K | Sell |
6,797
-311
| -4% | -$14.7K | 0.06% | 190 |
|
|
2023
Q2 | $339K | Sell |
7,108
-1,868
| -21% | -$89K | 0.06% | 182 |
|
|
2023
Q1 | $430K | Buy |
+8,976
| New | +$430K | 0.09% | 154 |
|
|
2022
Q4 | – | Sell |
-9,442
| Closed | -$447K | – | 670 |
|
|
2022
Q3 | $447K | Buy |
9,442
+862
| +10% | +$40.8K | 0.11% | 132 |
|
|
2022
Q2 | $414K | Sell |
8,580
-1,955
| -19% | -$94.3K | 0.11% | 139 |
|
|
2022
Q1 | $516K | Sell |
10,535
-15,987
| -60% | -$783K | 0.12% | 115 |
|
|
2021
Q4 | $1.33M | Sell |
26,522
-1,280
| -5% | -$64K | 0.29% | 56 |
|
|
2021
Q3 | $1.41M | Sell |
27,802
-34
| -0.1% | -$1.72K | 0.35% | 52 |
|
|
2021
Q2 | $1.42M | Sell |
27,836
-198
| -0.7% | -$10.1K | 0.36% | 49 |
|
|
2021
Q1 | $1.43M | Buy |
28,034
+2,158
| +8% | +$110K | 0.42% | 40 |
|
|
2020
Q4 | $1.33M | Sell |
25,876
-1,377
| -5% | -$70.9K | 0.47% | 39 |
|
|
2020
Q3 | $1.41M | Buy |
+27,253
| New | +$1.41M | 0.57% | 32 |
|