Integrated Advisors Network’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 | $3.42M | Buy |
69,401
+50,372
| +265% | +$2.48M | 0.15% | 156 |
|
2025
Q1 | $935K | Sell |
19,029
-1,577
| -8% | -$77.5K | 0.05% | 327 |
|
2024
Q4 | $1M | Sell |
20,606
-5,246
| -20% | -$255K | 0.05% | 301 |
|
2024
Q3 | $1.28M | Sell |
25,852
-693
| -3% | -$34.2K | 0.06% | 279 |
|
2024
Q2 | $1.28M | Sell |
26,545
-690
| -3% | -$33.2K | 0.07% | 264 |
|
2024
Q1 | $1.31M | Sell |
27,235
-879
| -3% | -$42.4K | 0.07% | 258 |
|
2023
Q4 | $1.36M | Sell |
28,114
-4,408
| -14% | -$213K | 0.08% | 242 |
|
2023
Q3 | $1.54M | Sell |
32,522
-1,064
| -3% | -$50.3K | 0.09% | 215 |
|
2023
Q2 | $1.6M | Buy |
33,586
+533
| +2% | +$25.4K | 0.09% | 223 |
|
2023
Q1 | $1.58M | Sell |
33,053
-1,002
| -3% | -$48K | 0.1% | 215 |
|
2022
Q4 | $1.61M | Buy |
34,055
+1,747
| +5% | +$82.8K | 0.1% | 212 |
|
2022
Q3 | $1.53M | Sell |
32,308
-538
| -2% | -$25.5K | 0.1% | 200 |
|
2022
Q2 | $1.59M | Sell |
32,846
-6,905
| -17% | -$333K | 0.1% | 215 |
|
2022
Q1 | $1.95M | Sell |
39,751
-6,707
| -14% | -$328K | 0.11% | 197 |
|
2021
Q4 | $2.32M | Buy |
46,458
+14,852
| +47% | +$742K | 0.14% | 168 |
|
2021
Q3 | $1.6M | Buy |
31,606
+26,427
| +510% | +$1.34M | 0.11% | 189 |
|
2021
Q2 | $264K | Buy |
+5,179
| New | +$264K | 0.02% | 508 |
|