IFG Advisory’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
$88.7K Sell
1,780
-7,137
-80% -$358K 0.25% 88
2025
Q4
$446K Sell
8,917
-3,697
-29% -$185K 0.02% 538
2025
Q3
$628K Sell
12,614
-13,083
-51% -$648K 0.03% 447
2025
Q2
$1.27M Sell
25,697
-9,102
-26% -$446K 0.06% 294
2025
Q1
$1.71M Buy
34,799
+11,830
+52% +$578K 0.1% 235
2024
Q4
$1.12M Sell
22,969
-8,148
-26% -$398K 0.06% 277
2024
Q3
$1.54M Buy
31,117
+13,659
+78% +$669K 0.1% 236
2024
Q2
$839K Buy
17,458
+4,909
+39% +$236K 0.05% 311
2024
Q1
$606K Sell
12,549
-2,472
-16% -$119K 0.05% 299
2023
Q4
$726K Buy
15,021
+259
+2% +$12.3K 0.05% 304
2023
Q3
$697K Sell
14,762
-2,728
-16% -$130K 0.06% 279
2023
Q2
$834K Sell
17,490
-3,893
-18% -$187K 0.07% 230
2023
Q1
$1.02M Sell
21,383
-1,846
-8% -$88.4K 0.1% 211
2022
Q4
$1.1M Buy
23,229
+3,282
+16% +$155K 0.11% 197
2022
Q3
$944K Sell
19,947
-4,067
-17% -$196K 0.09% 221
2022
Q2
$1.16M Buy
24,014
+299
+1% +$14.5K 0.12% 170
2022
Q1
$1.16M Sell
23,715
-4,621
-16% -$229K 0.12% 190
2021
Q4
$1.42M Sell
28,336
-155
-0.5% -$7.79K 0.14% 169
2021
Q3
$1.44M Buy
28,491
+1,341
+5% +$68.1K 0.16% 164
2021
Q2
$1.38M Sell
27,150
-1,094
-4% -$55.9K 0.15% 168
2021
Q1
$1.44M Sell
28,244
-12,583
-31% -$646K 0.18% 138
2020
Q4
$2.1M Buy
40,827
+8,825
+28% +$455K 0.29% 79
2020
Q3
$1.65M Buy
32,002
+1,888
+6% +$97.7K 0.27% 91
2020
Q2
$1.56M Sell
30,114
-2,873
-9% -$148K 0.28% 87
2020
Q1
$1.68M Sell
32,987
-3,615
-10% -$188K 0.38% 67
2019
Q4
$1.9M Buy
36,602
+424
+1% +$22K 0.35% 82
2019
Q3
$1.88M Buy
+36,178
New +$1.88M 0.37% 80

Other funds holding LMBS