Holos Integrated Wealth’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	$222K	Hold	4,485	–	–	0.13%	58
2025 Q1	$221K	Buy	4,485 +1,871	+72%	+$92K	0.14%	60
2024 Q4	$127K	Buy	+2,614	New	+$127K	0.09%	69