Kestra Advisory Services’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 | $11.6M | Sell |
234,894
-703
| -0.3% | -$34.6K | 0.06% | 333 |
|
|
2025
Q1 | $11.6M | Buy |
235,597
+44,175
| +23% | +$2.17M | 0.06% | 311 |
|
|
2024
Q4 | $9.32M | Sell |
191,422
-1,044
| -0.5% | -$50.8K | 0.05% | 370 |
|
|
2024
Q3 | $9.51M | Sell |
192,466
-58,628
| -23% | -$2.9M | 0.05% | 376 |
|
|
2024
Q2 | $12.1M | Buy |
251,094
+23,860
| +11% | +$1.15M | 0.07% | 310 |
|
|
2024
Q1 | $11M | Sell |
227,234
-41,636
| -15% | -$2.01M | 0.07% | 283 |
|
|
2023
Q4 | $13M | Sell |
268,870
-46,484
| -15% | -$2.25M | 0.11% | 208 |
|
|
2023
Q3 | $14.9M | Buy |
315,354
+48,432
| +18% | +$2.29M | 0.15% | 149 |
|
|
2023
Q2 | $12.7M | Buy |
266,922
+51,048
| +24% | +$2.43M | 0.13% | 177 |
|
|
2023
Q1 | $10.3M | Sell |
215,874
-129,339
| -37% | -$6.19M | 0.11% | 201 |
|
|
2022
Q4 | $16.4M | Sell |
345,213
-7,917
| -2% | -$375K | 0.15% | 164 |
|
|
2022
Q3 | $16.7M | Sell |
353,130
-22,738
| -6% | -$1.08M | 0.18% | 134 |
|
|
2022
Q2 | $18.2M | Sell |
375,868
-532
| -0.1% | -$25.7K | 0.19% | 122 |
|
|
2022
Q1 | $18.4M | Buy |
376,400
+51,425
| +16% | +$2.52M | 0.19% | 109 |
|
|
2021
Q4 | $16.2M | Sell |
324,975
-10,663
| -3% | -$533K | 0.16% | 139 |
|
|
2021
Q3 | $17M | Sell |
335,638
-49,073
| -13% | -$2.48M | 0.17% | 137 |
|
|
2021
Q2 | $19.6M | Buy |
384,711
+35,432
| +10% | +$1.8M | 0.22% | 103 |
|
|
2021
Q1 | $17.8M | Sell |
349,279
-88,008
| -20% | -$4.49M | 0.23% | 104 |
|
|
2020
Q4 | $22.5M | Buy |
437,287
+39,538
| +10% | +$2.04M | 0.26% | 80 |
|
|
2020
Q3 | $20.6M | Buy |
+397,749
| New | +$20.6M | 0.38% | 48 |
|