Guardian Wealth Advisors (North Carolina)’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 | $40.6K | Hold |
825
| – | – | ﹤0.01% | 412 |
|
|
2025
Q1 | $40.6K | Hold |
825
| – | – | ﹤0.01% | 395 |
|
|
2024
Q4 | $40.2K | Hold |
825
| – | – | ﹤0.01% | 377 |
|
|
2024
Q3 | $40.8K | Sell |
825
-15
| -2% | -$741 | ﹤0.01% | 321 |
|
|
2024
Q2 | $40.4K | Hold |
840
| – | – | ﹤0.01% | 311 |
|
|
2024
Q1 | $40.5K | Sell |
840
-38
| -4% | -$1.83K | 0.01% | 332 |
|
|
2023
Q4 | $42.4K | Hold |
878
| – | – | 0.01% | 315 |
|
|
2023
Q3 | $41.5K | Sell |
878
-635
| -42% | -$30K | 0.01% | 306 |
|
|
2023
Q2 | $72.1K | Hold |
1,513
| – | – | 0.01% | 262 |
|
|
2023
Q1 | $72.4K | Sell |
1,513
-576
| -28% | -$27.6K | 0.01% | 248 |
|
|
2022
Q4 | $99K | Sell |
2,089
-36
| -2% | -$1.71K | 0.02% | 222 |
|
|
2022
Q3 | $101K | Buy |
2,125
+275
| +15% | +$13.1K | 0.02% | 211 |
|
|
2022
Q2 | $89K | Buy |
1,850
+550
| +42% | +$26.5K | 0.02% | 208 |
|
|
2022
Q1 | $64K | Sell |
1,300
-2,133
| -62% | -$105K | 0.03% | 186 |
|
|
2021
Q4 | $172K | Buy |
+3,433
| New | +$172K | 0.07% | 148 |
|