KOMWMG
Kerntke Otto McGlone Wealth Management Group’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 | $1.41M | Sell |
28,539
-56
| -0.2% | -$2.76K | 1.11% | 17 |
|
|
2025
Q1 | $1.41M | Sell |
28,595
-14,439
| -34% | -$710K | 1.23% | 18 |
|
|
2024
Q4 | $2.09M | Buy |
43,034
+91
| +0.2% | +$4.43K | 1.55% | 15 |
|
|
2024
Q3 | $2.12M | Buy |
42,943
+3,289
| +8% | +$163K | 1.77% | 13 |
|
|
2024
Q2 | $1.91M | Buy |
39,654
+1,615
| +4% | +$77.6K | 1.78% | 14 |
|
|
2024
Q1 | $1.84M | Buy |
+38,039
| New | +$1.84M | 1.81% | 14 |
|