IA
IFP Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
224,226
+54,880
| +32% | +$2.7M | 0.31% | 60 |
|
|
2025
Q1 | $8.33M | Buy |
169,346
+16,875
| +11% | +$830K | 0.26% | 82 |
|
|
2024
Q4 | $7.42M | Buy |
152,471
+25,076
| +20% | +$1.22M | 0.24% | 85 |
|
|
2024
Q3 | $6.29M | Sell |
127,395
-2,625
| -2% | -$130K | 0.23% | 94 |
|
|
2024
Q2 | $6.25M | Sell |
130,020
-168,480
| -56% | -$8.1M | 0.25% | 85 |
|
|
2024
Q1 | $14.4M | Buy |
298,500
+63,266
| +27% | +$3.05M | 0.63% | 31 |
|
|
2023
Q4 | $11.4M | Sell |
235,234
-188,820
| -45% | -$9.12M | 0.54% | 33 |
|
|
2023
Q3 | $20M | Sell |
424,054
-5,394
| -1% | -$255K | 0.9% | 14 |
|
|
2023
Q2 | $20.5M | Buy |
429,448
+88,067
| +26% | +$4.2M | 0.86% | 15 |
|
|
2023
Q1 | $17.5M | Buy |
341,381
+143,899
| +73% | +$7.37M | 0.76% | 20 |
|
|
2022
Q4 | $10.1M | Sell |
197,482
-17,361
| -8% | -$889K | 0.27% | 77 |
|
|
2022
Q3 | $11M | Buy |
214,843
+15,651
| +8% | +$801K | 0.29% | 68 |
|
|
2022
Q2 | $10.2M | Hold |
199,192
| – | – | 0.33% | 66 |
|
|
2022
Q1 | $10.2M | Buy |
199,192
+135,791
| +214% | +$6.95M | 0.33% | 66 |
|
|
2021
Q4 | $3.17M | Sell |
63,401
-8,835
| -12% | -$441K | 0.06% | 182 |
|
|
2021
Q3 | $3.65M | Buy |
72,236
+12,808
| +22% | +$647K | 0.07% | 160 |
|
|
2021
Q2 | $3.03M | Sell |
59,428
-18,896
| -24% | -$962K | 0.06% | 174 |
|
|
2021
Q1 | $4M | Sell |
78,324
-21,651
| -22% | -$1.11M | 0.08% | 120 |
|
|
2020
Q4 | $5.15M | Sell |
99,975
-173,410
| -63% | -$8.93M | 0.21% | 86 |
|
|
2020
Q3 | $14.1M | Sell |
273,385
-113,419
| -29% | -$5.85M | 0.84% | 17 |
|
|
2020
Q2 | $20M | Buy |
386,804
+33,721
| +10% | +$1.74M | 1.58% | 5 |
|
|
2020
Q1 | $17.8M | Buy |
353,083
+70,034
| +25% | +$3.54M | 1.8% | 4 |
|
|
2019
Q4 | $14.7M | Sell |
283,049
-46,421
| -14% | -$2.4M | 1.1% | 9 |
|
|
2019
Q3 | $17.1M | Buy |
+329,470
| New | +$17.1M | 1.15% | 6 |
|
|
2019
Q1 | $6.94M | Buy |
135,299
+30,192
| +29% | +$1.55M | 0.95% | 16 |
|
|
2018
Q4 | $5.36M | Sell |
105,107
-20,326
| -16% | -$1.04M | 0.33% | 67 |
|
|
2018
Q3 | $6.39M | Buy |
125,433
+8,837
| +8% | +$450K | 0.26% | 79 |
|
|
2018
Q2 | $5.97M | Buy |
116,596
+83,581
| +253% | +$4.28M | 0.25% | 92 |
|
|
2018
Q1 | $1.71M | Hold |
33,015
| – | – | 0.08% | 266 |
|
|
2017
Q4 | $1.71M | Buy |
33,015
+1,509
| +5% | +$77.9K | 0.08% | 264 |
|
|
2017
Q3 | $1.64M | Buy |
31,506
+2,338
| +8% | +$122K | 0.07% | 309 |
|
|
2017
Q2 | $1.52M | Buy |
29,168
+3,875
| +15% | +$202K | 0.06% | 324 |
|
|
2017
Q1 | $1.32M | Buy |
25,293
+10,002
| +65% | +$520K | 0.06% | 351 |
|
|
2016
Q4 | $798K | Buy |
15,291
+8,540
| +126% | +$446K | 0.04% | 450 |
|
|
2016
Q3 | $354K | Buy |
+6,751
| New | +$354K | 0.02% | 725 |
|
|
2016
Q2 | – | Sell |
-135,299
| Closed | -$6.94M | – | 4032 |
|
|
2016
Q1 | $6.94M | Buy |
+135,299
| New | +$6.94M | 0.95% | 16 |
|