IWA
Inspirion Wealth 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 | $20.8M | Buy |
422,450
+10,192
| +2% | +$502K | 2.75% | 15 |
|
|
2025
Q1 | $20.3M | Sell |
412,258
-1,843
| -0.4% | -$90.6K | 2.82% | 14 |
|
|
2024
Q4 | $20.1M | Sell |
414,101
-10,537
| -2% | -$511K | 2.8% | 13 |
|
|
2024
Q3 | $21M | Buy |
424,638
+148,744
| +54% | +$7.35M | 2.93% | 13 |
|
|
2024
Q2 | $13.3M | Buy |
275,894
+3,083
| +1% | +$148K | 2.03% | 14 |
|
|
2024
Q1 | $13.2M | Sell |
272,811
-121,146
| -31% | -$5.85M | 2.18% | 14 |
|
|
2023
Q4 | $19M | Sell |
393,957
-5,569
| -1% | -$269K | 3.43% | 11 |
|
|
2023
Q3 | $18.9M | Sell |
399,526
-8,133
| -2% | -$384K | 3.68% | 10 |
|
|
2023
Q2 | $19.4M | Buy |
407,659
+12,047
| +3% | +$574K | 3.72% | 11 |
|
|
2023
Q1 | $18.9M | Buy |
395,612
+40,090
| +11% | +$1.92M | 3.8% | 11 |
|
|
2022
Q4 | $16.9M | Buy |
355,522
+1,465
| +0.4% | +$69.5K | 3.57% | 11 |
|
|
2022
Q3 | $16.8M | Buy |
354,057
+24,406
| +7% | +$1.16M | 3.78% | 11 |
|
|
2022
Q2 | $15.9M | Buy |
329,651
+4,716
| +1% | +$228K | 3.49% | 10 |
|
|
2022
Q1 | $15.9M | Buy |
324,935
+51,557
| +19% | +$2.52M | 3.26% | 12 |
|
|
2021
Q4 | $13.7M | Sell |
273,378
-144,318
| -35% | -$7.21M | 2.88% | 11 |
|
|
2021
Q3 | $21.1M | Sell |
417,696
-146,594
| -26% | -$7.41M | 4.86% | 11 |
|
|
2021
Q2 | $28.7M | Sell |
564,290
-2,151
| -0.4% | -$109K | 7.08% | 7 |
|
|
2021
Q1 | $28.9M | Sell |
566,441
-90,995
| -14% | -$4.65M | 7.67% | 4 |
|
|
2020
Q4 | $33.8M | Buy |
657,436
+2,520
| +0.4% | +$130K | 9.52% | 1 |
|
|
2020
Q3 | $33.8M | Buy |
654,916
+202,419
| +45% | +$10.5M | 11.63% | 1 |
|
|
2020
Q2 | $23.4M | Buy |
452,497
+249,905
| +123% | +$12.9M | 9.18% | 3 |
|
|
2020
Q1 | $10.3M | Sell |
202,592
-286,099
| -59% | -$14.6M | 5.1% | 9 |
|
|
2019
Q4 | $25.3M | Buy |
488,691
+484,071
| +10,478% | +$25.1M | 8.55% | 3 |
|
|
2019
Q3 | $240K | Buy |
+4,620
| New | +$240K | 0.11% | 68 |
|