International Assets Investment 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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Sell |
14,544
-218
| -1% | -$10.7K | 0.06% | 328 |
|
|
2025
Q1 | $726K | Buy |
14,762
+2,900
| +24% | +$143K | 0.06% | 311 |
|
|
2024
Q4 | $577K | Buy |
+11,862
| New | +$577K | 0.05% | 358 |
|
|
2024
Q3 | – | Sell |
-19,536
| Closed | -$939K | – | 2295 |
|
|
2024
Q2 | $939K | Sell |
19,536
-3,081
| -14% | -$148K | 0.09% | 216 |
|
|
2024
Q1 | $1.09M | Sell |
22,617
-3,412
| -13% | -$164K | 0.11% | 191 |
|
|
2023
Q4 | $1.26M | Buy |
+26,029
| New | +$1.26M | 0.16% | 142 |
|
|
2023
Q1 | – | Sell |
-202,455
| Closed | -$6.35M | – | 1279 |
|
|
2022
Q4 | $6.35M | Buy |
+202,455
| New | +$6.35M | 0.66% | 25 |
|