IHT Wealth Management’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
Q2 | $2.37M | Buy |
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|
2025
Q1 | $2.34M | Buy |
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|
2024
Q4 | $2.08M | Buy |
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|
2024
Q3 | $657K | Sell |
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|
2024
Q2 | $685K | Sell |
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|
2024
Q1 | $727K | Buy |
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|
2023
Q4 | $724K | Sell |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.09M | Buy |
|
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $9.07M | Buy |
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|
2020
Q3 | $809K | Sell |
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|
2020
Q2 | $1.2M | Sell |
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|
2020
Q1 | $1.21M | Sell |
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|
2019
Q4 | $1.26M | Sell |
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|
2019
Q3 | $1.48M | Sell |
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|
2019
Q2 | $2.54M | Buy |
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|
2019
Q1 | $1.47M | Buy |
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|
2018
Q4 | $1.32M | Buy |
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|
2018
Q3 | $388K | Sell |
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|
2018
Q2 | $430K | Sell |
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|
2018
Q1 | $780K | Buy |
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|
2017
Q4 | $275K | Buy |
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|
2017
Q3 | $236K | Buy |
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|
2017
Q2 | $1 | Buy |
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|
2017
Q1 | $21K | Buy |
|