JPMorgan Chase & Co’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 | $6.27M | Sell |
127,359
-41,562
| -25% | -$2.05M | ﹤0.01% | 2523 |
|
|
2025
Q1 | $8.3M | Buy |
168,921
+71,321
| +73% | +$3.51M | ﹤0.01% | 2310 |
|
|
2024
Q4 | $4.75M | Sell |
97,600
-27,557
| -22% | -$1.34M | ﹤0.01% | 2789 |
|
|
2024
Q3 | $6.18M | Sell |
125,157
-157,698
| -56% | -$7.79M | ﹤0.01% | 2513 |
|
|
2024
Q2 | $13.6M | Buy |
282,855
+264,936
| +1,479% | +$12.7M | ﹤0.01% | 1893 |
|
|
2024
Q1 | $865K | Sell |
17,919
-34,579
| -66% | -$1.67M | ﹤0.01% | 3659 |
|
|
2023
Q4 | $2.54M | Buy |
52,498
+50,421
| +2,428% | +$2.44M | ﹤0.01% | 2993 |
|
|
2023
Q3 | $98.1K | Buy |
2,077
+1,577
| +315% | +$74.5K | ﹤0.01% | 4612 |
|
|
2023
Q2 | $23.8K | Buy |
+500
| New | +$23.8K | ﹤0.01% | 5007 |
|
|
2023
Q1 | – | Sell |
-6,978
| Closed | -$331K | – | 5995 |
|
|
2022
Q4 | $331K | Sell |
6,978
-12,472
| -64% | -$592K | ﹤0.01% | 3966 |
|
|
2022
Q3 | $921K | Sell |
19,450
-243,862
| -93% | -$11.5M | ﹤0.01% | 3411 |
|
|
2022
Q2 | $12.7M | Sell |
263,312
-36,676
| -12% | -$1.77M | ﹤0.01% | 1726 |
|
|
2022
Q1 | $14.7M | Sell |
299,988
-182,368
| -38% | -$8.93M | ﹤0.01% | 1764 |
|
|
2021
Q4 | $24.1M | Buy |
482,356
+144,780
| +43% | +$7.24M | ﹤0.01% | 1456 |
|
|
2021
Q3 | $17.1M | Sell |
337,576
-8,046
| -2% | -$407K | ﹤0.01% | 1663 |
|
|
2021
Q2 | $17.6M | Buy |
345,622
+158,363
| +85% | +$8.06M | ﹤0.01% | 1725 |
|
|
2021
Q1 | $9.56M | Sell |
187,259
-9,670
| -5% | -$494K | ﹤0.01% | 2163 |
|
|
2020
Q4 | $10.1M | Buy |
196,929
+8,493
| +5% | +$437K | ﹤0.01% | 1918 |
|
|
2020
Q3 | $9.73M | Sell |
188,436
-23,831
| -11% | -$1.23M | ﹤0.01% | 1797 |
|
|
2020
Q2 | $11M | Buy |
212,267
+186,139
| +712% | +$9.62M | ﹤0.01% | 1631 |
|
|
2020
Q1 | $1.33M | Sell |
26,128
-125,998
| -83% | -$6.43M | ﹤0.01% | 2812 |
|
|
2019
Q4 | $7.88M | Sell |
152,126
-3,760
| -2% | -$195K | ﹤0.01% | 1919 |
|
|
2019
Q3 | $8.11M | Buy |
155,886
+51,555
| +49% | +$2.68M | ﹤0.01% | 1915 |
|
|
2019
Q2 | $5.39M | Buy |
104,331
+26,930
| +35% | +$1.39M | ﹤0.01% | 2076 |
|
|
2019
Q1 | $3.97M | Buy |
77,401
+30,474
| +65% | +$1.56M | ﹤0.01% | 2235 |
|
|
2018
Q4 | $2.4M | Buy |
46,927
+27,205
| +138% | +$1.39M | ﹤0.01% | 2542 |
|
|
2018
Q3 | $1.01M | Sell |
19,722
-200
| -1% | -$10.2K | ﹤0.01% | 3171 |
|
|
2018
Q2 | $1.02M | Buy |
19,922
+4,081
| +26% | +$209K | ﹤0.01% | 3135 |
|
|
2018
Q1 | $814K | Buy |
15,841
+9,735
| +159% | +$500K | ﹤0.01% | 3184 |
|
|
2017
Q4 | $315K | Buy |
6,106
+581
| +11% | +$30K | ﹤0.01% | 3524 |
|
|
2017
Q3 | $287K | Buy |
5,525
+3,236
| +141% | +$168K | ﹤0.01% | 3354 |
|
|
2017
Q2 | $119K | Hold |
2,289
| – | – | ﹤0.01% | 3522 |
|
|
2017
Q1 | $119K | Sell |
2,289
-5
| -0.2% | -$260 | ﹤0.01% | 3662 |
|
|
2016
Q4 | $120K | Buy |
+2,294
| New | +$120K | ﹤0.01% | 3829 |
|