Harbour Investments’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 | $23.1M | Buy |
469,605
+14,432
| +3% | +$711K | 0.59% | 28 |
|
|
2025
Q1 | $22.4M | Buy |
455,173
+123,651
| +37% | +$6.08M | 0.64% | 27 |
|
|
2024
Q4 | $16.1M | Buy |
331,522
+13,475
| +4% | +$656K | 0.46% | 35 |
|
|
2024
Q3 | $15.7M | Buy |
318,047
+49,942
| +19% | +$2.47M | 0.47% | 40 |
|
|
2024
Q2 | $12.9M | Buy |
268,105
+27,807
| +12% | +$1.34M | 0.43% | 38 |
|
|
2024
Q1 | $11.6M | Buy |
240,298
+44,357
| +23% | +$2.14M | 0.41% | 38 |
|
|
2023
Q4 | $9.47M | Buy |
195,941
+31,926
| +19% | +$1.54M | 0.39% | 42 |
|
|
2023
Q3 | $7.75M | Sell |
164,015
-52,515
| -24% | -$2.48M | 0.39% | 43 |
|
|
2023
Q2 | $10.3M | Sell |
216,530
-29,689
| -12% | -$1.42M | 0.51% | 29 |
|
|
2023
Q1 | $11.8M | Sell |
246,219
-28,373
| -10% | -$1.36M | 0.64% | 23 |
|
|
2022
Q4 | $13M | Sell |
274,592
-44,286
| -14% | -$2.1M | 0.79% | 16 |
|
|
2022
Q3 | $15.4M | Hold |
318,878
| – | – | 1.04% | 12 |
|
|
2022
Q2 | $15.4M | Buy |
+318,878
| New | +$15.4M | 1.04% | 12 |
|
|
2021
Q4 | $18.5M | Sell |
369,999
-43,540
| -11% | -$2.18M | 1.1% | 14 |
|
|
2021
Q3 | $20.9M | Buy |
413,539
+33,268
| +9% | +$1.68M | 0.67% | 31 |
|
|
2021
Q2 | $19.4M | Sell |
380,271
-180,818
| -32% | -$9.2M | 0.62% | 32 |
|
|
2021
Q1 | $28.6M | Buy |
+561,089
| New | +$28.6M | 1.03% | 17 |
|