Independent Advisor Alliance’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 | $4.44M | Sell |
90,215
-33,103
| -27% | -$1.63M | 0.13% | 128 |
|
|
2025
Q1 | $6.06M | Sell |
123,318
-242,143
| -66% | -$11.9M | 0.2% | 83 |
|
|
2024
Q4 | $17.8M | Buy |
365,461
+219,767
| +151% | +$10.7M | 0.24% | 91 |
|
|
2024
Q3 | $7.2M | Buy |
145,694
+8,217
| +6% | +$406K | 0.26% | 74 |
|
|
2024
Q2 | $6.61M | Buy |
137,477
+4,592
| +3% | +$221K | 0.23% | 81 |
|
|
2024
Q1 | $6.41M | Buy |
132,885
+18,923
| +17% | +$913K | 0.23% | 81 |
|
|
2023
Q4 | $5.51M | Buy |
113,962
+1,217
| +1% | +$58.8K | 0.2% | 88 |
|
|
2023
Q3 | $5.33M | Buy |
112,745
+1,434
| +1% | +$67.7K | 0.24% | 76 |
|
|
2023
Q2 | $5.31M | Buy |
111,311
+5,480
| +5% | +$261K | 0.23% | 80 |
|
|
2023
Q1 | $5.07M | Sell |
105,831
-29,326
| -22% | -$1.4M | 0.24% | 84 |
|
|
2022
Q4 | $6.41M | Buy |
135,157
+15,625
| +13% | +$741K | 2.2% | 6 |
|
|
2022
Q3 | $5.66M | Buy |
119,532
+3,774
| +3% | +$179K | 0.33% | 71 |
|
|
2022
Q2 | $5.59M | Buy |
115,758
+22,108
| +24% | +$1.07M | 0.31% | 73 |
|
|
2022
Q1 | $4.58M | Buy |
93,650
+16,020
| +21% | +$784K | 0.22% | 92 |
|
|
2021
Q4 | $3.88M | Buy |
+77,630
| New | +$3.88M | 0.19% | 102 |
|
|
2020
Q1 | – | Sell |
-191,392
| Closed | -$9.91M | – | 656 |
|
|
2019
Q4 | $9.91M | Buy |
+191,392
| New | +$9.91M | 0.43% | 51 |
|