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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
25,697
-9,102
| -26% | -$448K | 0.06% | 293 |
|
|
2025
Q1 | $1.71M | Buy |
34,799
+11,830
| +52% | +$582K | 0.09% | 234 |
|
|
2024
Q4 | $1.12M | Sell |
22,969
-8,148
| -26% | -$397K | 0.06% | 277 |
|
|
2024
Q3 | $1.54M | Buy |
31,117
+13,659
| +78% | +$675K | 0.1% | 236 |
|
|
2024
Q2 | $839K | Buy |
17,458
+4,909
| +39% | +$236K | 0.05% | 310 |
|
|
2024
Q1 | $606K | Sell |
12,549
-2,472
| -16% | -$119K | 0.05% | 299 |
|
|
2023
Q4 | $726K | Buy |
15,021
+259
| +2% | +$12.5K | 0.05% | 303 |
|
|
2023
Q3 | $697K | Sell |
14,762
-2,728
| -16% | -$129K | 0.06% | 278 |
|
|
2023
Q2 | $834K | Sell |
17,490
-3,893
| -18% | -$186K | 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% | +$156K | 0.11% | 197 |
|
|
2022
Q3 | $944K | Sell |
19,947
-4,067
| -17% | -$192K | 0.09% | 221 |
|
|
2022
Q2 | $1.16M | Buy |
24,014
+299
| +1% | +$14.4K | 0.12% | 170 |
|
|
2022
Q1 | $1.16M | Sell |
23,715
-4,621
| -16% | -$226K | 0.12% | 190 |
|
|
2021
Q4 | $1.42M | Sell |
28,336
-155
| -0.5% | -$7.75K | 0.14% | 169 |
|
|
2021
Q3 | $1.44M | Buy |
28,491
+1,341
| +5% | +$67.8K | 0.16% | 163 |
|
|
2021
Q2 | $1.38M | Sell |
27,150
-1,094
| -4% | -$55.6K | 0.15% | 167 |
|
|
2021
Q1 | $1.44M | Sell |
28,244
-12,583
| -31% | -$642K | 0.18% | 138 |
|
|
2020
Q4 | $2.1M | Buy |
40,827
+8,825
| +28% | +$454K | 0.29% | 79 |
|
|
2020
Q3 | $1.65M | Buy |
32,002
+1,888
| +6% | +$97.5K | 0.27% | 90 |
|
|
2020
Q2 | $1.56M | Sell |
30,114
-2,873
| -9% | -$148K | 0.28% | 87 |
|
|
2020
Q1 | $1.68M | Sell |
32,987
-3,615
| -10% | -$184K | 0.38% | 66 |
|
|
2019
Q4 | $1.9M | Buy |
36,602
+424
| +1% | +$22K | 0.35% | 82 |
|
|
2019
Q3 | $1.88M | Buy |
+36,178
| New | +$1.88M | 0.36% | 80 |
|