JJBC
James J. Burns & Company’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 | $4.34M | Sell |
88,080
-608
| -0.7% | -$30K | 0.71% | 29 |
|
|
2025
Q1 | $4.36M | Sell |
88,688
-2,337
| -3% | -$115K | 0.78% | 24 |
|
|
2024
Q4 | $4.43M | Buy |
91,025
+1,733
| +2% | +$84.4K | 0.77% | 25 |
|
|
2024
Q3 | $4.41M | Buy |
89,292
+808
| +0.9% | +$39.9K | 0.8% | 26 |
|
|
2024
Q2 | $4.25M | Buy |
88,484
+44,298
| +100% | +$2.13M | 0.84% | 27 |
|
|
2024
Q1 | $2.13M | Sell |
44,186
-32,851
| -43% | -$1.58M | 0.74% | 26 |
|
|
2023
Q4 | $3.72M | Buy |
77,037
+733
| +1% | +$35.4K | 0.89% | 25 |
|
|
2023
Q3 | $3.61M | Buy |
76,304
+1,466
| +2% | +$69.3K | 0.97% | 26 |
|
|
2023
Q2 | $3.57M | Buy |
74,838
+4,802
| +7% | +$229K | 0.9% | 28 |
|
|
2023
Q1 | $3.35M | Buy |
70,036
+33,568
| +92% | +$1.61M | 0.86% | 31 |
|
|
2022
Q4 | $1.73M | Buy |
36,468
+3,298
| +10% | +$156K | 0.71% | 32 |
|
|
2022
Q3 | $1.57M | Buy |
+33,170
| New | +$1.57M | 0.7% | 34 |
|