IIL
Insight Inv LLC’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 | $1.27M | Buy |
25,770
+6,400
| +33% | +$315K | 0.85% | 47 |
|
|
2025
Q1 | $952K | Buy |
19,370
+10,605
| +121% | +$521K | 0.66% | 55 |
|
|
2024
Q4 | $427K | Sell |
8,765
-2,930
| -25% | -$143K | 0.3% | 72 |
|
|
2024
Q3 | $578K | Buy |
11,695
+1,500
| +15% | +$74.1K | 0.48% | 57 |
|
|
2024
Q2 | $490K | Buy |
10,195
+2,725
| +36% | +$131K | 0.42% | 59 |
|
|
2024
Q1 | $360K | Buy |
7,470
+370
| +5% | +$17.9K | 0.31% | 63 |
|
|
2023
Q4 | $343K | Hold |
7,100
| – | – | 0.34% | 62 |
|
|
2023
Q3 | $332K | Buy |
7,100
+3,200
| +82% | +$150K | 0.37% | 60 |
|
|
2023
Q2 | $186K | Hold |
3,900
| – | – | 0.19% | 71 |
|
|
2023
Q1 | $187K | Sell |
3,900
-2,400
| -38% | -$115K | 0.2% | 72 |
|
|
2022
Q4 | $299K | Buy |
6,300
+2,500
| +66% | +$119K | 0.3% | 71 |
|
|
2022
Q3 | $180K | Buy |
+3,800
| New | +$180K | 0.2% | 79 |
|