HBW Advisory Services’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 | $223K | Buy |
4,527
+94
| +2% | +$4.63K | 0.03% | 371 |
|
2025
Q1 | $218K | Buy |
+4,433
| New | +$218K | 0.03% | 356 |
|
2022
Q3 | – | Sell |
-17,775
| Closed | -$859K | – | 242 |
|
2022
Q2 | $859K | Buy |
+17,775
| New | +$859K | 0.22% | 114 |
|
2020
Q3 | – | Sell |
-21,038
| Closed | -$1.09M | – | 215 |
|
2020
Q2 | $1.09M | Buy |
21,038
+902
| +4% | +$46.6K | 0.5% | 64 |
|
2020
Q1 | $1.04M | Buy |
20,136
+1,258
| +7% | +$64.7K | 0.75% | 49 |
|
2019
Q4 | $980K | Buy |
18,878
+8,098
| +75% | +$420K | 0.57% | 54 |
|
2019
Q3 | $561K | Buy |
+10,780
| New | +$561K | 0.54% | 51 |
|