Hilltop Holdings’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-22,130
| Closed | -$1.11M | – | 807 |
|
|
2025
Q4 | $1.11M | Sell |
22,130
-3,187
| -13% | -$159K | 0.07% | 314 |
|
|
2025
Q3 | $1.26M | Buy |
25,317
+6,124
| +32% | +$303K | 0.07% | 306 |
|
|
2025
Q2 | $945K | Buy |
19,193
+824
| +4% | +$40.3K | 0.06% | 343 |
|
|
2025
Q1 | $903K | Buy |
18,369
+1,018
| +6% | +$49.7K | 0.06% | 344 |
|
|
2024
Q4 | $844K | Buy |
17,351
+510
| +3% | +$24.9K | 0.05% | 365 |
|
|
2024
Q3 | $832K | Buy |
+16,841
| New | +$824K | 0.05% | 356 |
|
|
2022
Q3 | – | Sell |
-13,031
| Closed | -$629K | – | 538 |
|
|
2022
Q2 | $629K | Sell |
13,031
-5,091
| -28% | -$247K | 0.08% | 230 |
|
|
2022
Q1 | $887K | Sell |
18,122
-21,544
| -54% | -$1.07M | 0.1% | 186 |
|
|
2021
Q4 | $1.98M | Buy |
39,666
+14,931
| +60% | +$751K | 0.21% | 106 |
|
|
2021
Q3 | $1.25M | Sell |
24,735
-1,194
| -5% | -$60.6K | 0.14% | 148 |
|
|
2021
Q2 | $1.32M | Sell |
25,929
-1,089
| -4% | -$55.6K | 0.15% | 143 |
|
|
2021
Q1 | $1.38M | Sell |
27,018
-554
| -2% | -$28.5K | 0.18% | 125 |
|
|
2020
Q4 | $1.42M | Sell |
27,572
-10,103
| -27% | -$521K | 0.2% | 113 |
|
|
2020
Q3 | $1.95M | Buy |
37,675
+754
| +2% | +$39K | 0.33% | 69 |
|
|
2020
Q2 | $1.91M | Buy |
36,921
+72
| +0.2% | +$3.72K | 0.35% | 61 |
|
|
2020
Q1 | $1.88M | Sell |
36,849
-533
| -1% | -$27.7K | 0.46% | 48 |
|
|
2019
Q4 | $1.94M | Buy |
37,382
+20,387
| +120% | +$1.06M | 0.36% | 70 |
|
|
2019
Q3 | $884K | Sell |
16,995
-225
| -1% | -$11.7K | 0.17% | 139 |
|
|
2019
Q2 | $890K | Sell |
17,220
-151
| -0.9% | -$7.77K | 0.19% | 120 |
|
|
2019
Q1 | $891K | Sell |
17,371
-300
| -2% | -$15.3K | 0.2% | 123 |
|
|
2018
Q4 | $902K | Buy |
17,671
+439
| +3% | +$22.4K | 0.22% | 102 |
|
|
2018
Q3 | $878K | Sell |
17,232
-1,552
| -8% | -$79.4K | 0.19% | 141 |
|
|
2018
Q2 | $961K | Sell |
18,784
-10,405
| -36% | -$533K | 0.21% | 131 |
|
|
2018
Q1 | $1.5M | Buy |
+29,189
| New | +$1.5M | 0.26% | 92 |
|