Holistic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $217K | Sell |
|
|||||
|
2025
Q2 | $223K | Sell |
|
|||||
|
2025
Q1 | $522K | Sell |
|
|||||
|
2024
Q4 | $649K | Sell |
|
|||||
|
2024
Q3 | $737K | Buy |
|
|||||
|
2024
Q2 | $697K | Sell |
|
|||||
|
2024
Q1 | $767K | Buy |
|
|||||
|
2023
Q4 | $759K | Buy |
|
|||||
|
2023
Q3 | $739K | Buy |
|
|||||
|
2023
Q2 | $611K | Buy |
|
|||||
|
2023
Q1 | $566K | Buy |
|
|||||
|
2022
Q4 | $473K | Sell |
|
|||||
|
2022
Q3 | $485K | Sell |
|
|||||
|
2022
Q2 | $502K | Buy |
|
|||||
|
2022
Q1 | $365K | Buy |
|