Herold Advisors’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 | $286K | Sell |
5,812
-3,663
| -39% | -$180K | 0.06% | 246 |
|
|
2025
Q1 | $466K | Sell |
9,475
-1,766
| -16% | -$86.9K | 0.1% | 185 |
|
|
2024
Q4 | $547K | Sell |
11,241
-29
| -0.3% | -$1.41K | 0.12% | 177 |
|
|
2024
Q3 | $557K | Buy |
11,270
+1,286
| +13% | +$63.6K | 0.12% | 179 |
|
|
2024
Q2 | $480K | Sell |
9,984
-26
| -0.3% | -$1.25K | 0.11% | 185 |
|
|
2024
Q1 | $483K | Buy |
10,010
+829
| +9% | +$40K | 0.12% | 181 |
|
|
2023
Q4 | $444K | Buy |
9,181
+21
| +0.2% | +$1.02K | 0.12% | 171 |
|
|
2023
Q3 | $433K | Hold |
9,160
| – | – | 0.13% | 172 |
|
|
2023
Q2 | $437K | Buy |
+9,160
| New | +$437K | 0.13% | 165 |
|
|
2022
Q2 | – | Sell |
-3,100
| Closed | -$152K | – | 450 |
|
|
2022
Q1 | $152K | Buy |
+3,100
| New | +$152K | 0.05% | 232 |
|
|
2021
Q4 | – | Sell |
-2,900
| Closed | -$146K | – | 440 |
|
|
2021
Q3 | $146K | Buy |
+2,900
| New | +$146K | 0.06% | 235 |
|