Jaffetilchin Investment Partners’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $264K | Sell |
5,307
-965
| -15% | -$48.4K | 0.02% | 393 |
|
|
2025
Q4 | $314K | Buy |
6,272
+63
| +1% | +$3.15K | 0.02% | 355 |
|
|
2025
Q3 | $309K | Buy |
6,209
+1,059
| +21% | +$52.4K | 0.02% | 348 |
|
|
2025
Q2 | $254K | Buy |
5,150
+52
| +1% | +$2.55K | 0.02% | 374 |
|
|
2025
Q1 | $251K | Buy |
5,098
+52
| +1% | +$2.54K | 0.02% | 356 |
|
|
2024
Q4 | $246K | Buy |
5,046
+51
| +1% | +$2.49K | 0.02% | 342 |
|
|
2024
Q3 | $247K | Buy |
4,995
+68
| +1% | +$3.33K | 0.02% | 325 |
|
|
2024
Q2 | $237K | Buy |
4,927
+35
| +0.7% | +$1.68K | 0.02% | 311 |
|
|
2024
Q1 | $236K | Buy |
4,892
+53
| +1% | +$2.56K | 0.02% | 322 |
|
|
2023
Q4 | $234K | Buy |
4,839
+61
| +1% | +$2.89K | 0.02% | 307 |
|
|
2023
Q3 | $226K | Buy |
4,778
+41
| +0.9% | +$1.95K | 0.02% | 306 |
|
|
2023
Q2 | $226K | Sell |
4,737
-1,075
| -18% | -$51.5K | 0.02% | 326 |
|
|
2023
Q1 | $278K | Buy |
5,812
+48
| +0.8% | +$2.3K | 0.03% | 298 |
|
|
2022
Q4 | $273K | Sell |
5,764
-3,063
| -35% | -$145K | 0.03% | 292 |
|
|
2022
Q3 | $418K | Buy |
8,827
+4,305
| +95% | +$208K | 0.05% | 198 |
|
|
2022
Q2 | $218K | Sell |
4,522
-11,294
| -71% | -$549K | 0.03% | 291 |
|
|
2022
Q1 | $770K | Sell |
15,816
-9,106
| -37% | -$451K | 0.09% | 143 |
|
|
2021
Q4 | $1.25M | Buy |
+24,922
| New | +$1.25M | 0.12% | 122 |
|
|
2021
Q2 | – | Sell |
-6,605
| Closed | -$337K | – | 394 |
|
|
2021
Q1 | $337K | Sell |
6,605
-2,193
| -25% | -$113K | 0.04% | 251 |
|
|
2020
Q4 | $453K | Buy |
8,798
+245
| +3% | +$12.6K | 0.06% | 174 |
|
|
2020
Q3 | $442K | Sell |
8,553
-12,666
| -60% | -$655K | 0.08% | 146 |
|
|
2020
Q2 | $1.1M | Buy |
21,219
+9,292
| +78% | +$480K | 0.24% | 60 |
|
|
2020
Q1 | $608K | Buy |
11,927
+1,554
| +15% | +$80.7K | 0.21% | 71 |
|
|
2019
Q4 | $537K | Buy |
+10,373
| New | +$538K | 0.12% | 115 |
|
|
2019
Q3 | – | Sell |
-12,555
| Closed | -$649K | – | 245 |
|
|
2019
Q2 | $649K | Buy |
12,555
+1,302
| +12% | +$67K | 0.15% | 98 |
|
|
2019
Q1 | $577K | Buy |
11,253
+1,768
| +19% | +$90.5K | 0.13% | 140 |
|
|
2018
Q4 | $484K | Sell |
9,485
-83
| -0.9% | -$4.23K | 0.12% | 129 |
|
|
2018
Q3 | $488K | Buy |
+9,568
| New | +$489K | 0.1% | 159 |
|
Other funds holding LMBS
