GI
Gradient Investments’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,334
| Closed | -$260K | – | 328 |
|
|
2024
Q4 | $260K | Sell |
5,334
-721,065
| -99% | -$35.1M | 0.01% | 270 |
|
|
2024
Q3 | $35.9M | Buy |
726,399
+720,034
| +11,312% | +$35.6M | 0.75% | 43 |
|
|
2024
Q2 | $306K | Buy |
+6,365
| New | +$306K | 0.01% | 273 |
|
|
2024
Q1 | – | Sell |
-290
| Closed | -$14K | – | 1572 |
|
|
2023
Q4 | $14K | Hold |
290
| – | – | ﹤0.01% | 774 |
|
|
2023
Q3 | $13.7K | Sell |
290
-702
| -71% | -$33.2K | ﹤0.01% | 747 |
|
|
2023
Q2 | $47.3K | Buy |
992
+702
| +242% | +$33.5K | ﹤0.01% | 515 |
|
|
2023
Q1 | $13.9K | Hold |
290
| – | – | ﹤0.01% | 738 |
|
|
2022
Q4 | $13.7K | Sell |
290
-164
| -36% | -$7.78K | ﹤0.01% | 753 |
|
|
2022
Q3 | $21K | Buy |
454
+164
| +57% | +$7.59K | ﹤0.01% | 663 |
|
|
2022
Q2 | $14K | Sell |
290
-18
| -6% | -$869 | ﹤0.01% | 713 |
|
|
2022
Q1 | $15K | Buy |
+308
| New | +$15K | ﹤0.01% | 700 |
|
|
2021
Q2 | – | Sell |
-72
| Closed | -$4K | – | 1215 |
|
|
2021
Q1 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 917 |
|