Kestra Private Wealth 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 | $16.4M | Buy |
333,039
+25,071
| +8% | +$1.23M | 0.24% | 90 |
|
|
2025
Q1 | $15.1M | Buy |
307,968
+7,973
| +3% | +$392K | 0.25% | 85 |
|
|
2024
Q4 | $14.6M | Buy |
299,995
+27,798
| +10% | +$1.35M | 0.25% | 87 |
|
|
2024
Q3 | $13.4M | Buy |
272,197
+53,061
| +24% | +$2.62M | 0.25% | 86 |
|
|
2024
Q2 | $10.5M | Sell |
219,136
-5,228
| -2% | -$251K | 0.21% | 109 |
|
|
2024
Q1 | $10.8M | Sell |
224,364
-29,207
| -12% | -$1.41M | 0.24% | 98 |
|
|
2023
Q4 | $12.3M | Buy |
253,571
+438
| +0.2% | +$21.2K | 0.31% | 78 |
|
|
2023
Q3 | $12M | Buy |
253,133
+14,300
| +6% | +$676K | 0.38% | 59 |
|
|
2023
Q2 | $11.4M | Sell |
238,833
-14,050
| -6% | -$670K | 0.39% | 55 |
|
|
2023
Q1 | $12.1M | Buy |
252,883
+62,914
| +33% | +$3.01M | 0.48% | 42 |
|
|
2022
Q4 | $9.01M | Buy |
189,969
+68,783
| +57% | +$3.26M | 0.46% | 52 |
|
|
2022
Q3 | $5.74M | Buy |
121,186
+80,372
| +197% | +$3.81M | 0.33% | 78 |
|
|
2022
Q2 | $1.97M | Sell |
40,814
-13,810
| -25% | -$667K | 0.11% | 222 |
|
|
2022
Q1 | $2.67M | Sell |
54,624
-25,112
| -31% | -$1.23M | 0.13% | 168 |
|
|
2021
Q4 | $3.99M | Buy |
79,736
+53,431
| +203% | +$2.67M | 0.19% | 125 |
|
|
2021
Q3 | $1.33M | Buy |
26,305
+8,653
| +49% | +$438K | 0.07% | 291 |
|
|
2021
Q2 | $898K | Sell |
17,652
-4,081
| -19% | -$208K | 0.05% | 357 |
|
|
2021
Q1 | $1.11M | Sell |
21,733
-4,314
| -17% | -$220K | 0.08% | 271 |
|
|
2020
Q4 | $1.34M | Sell |
26,047
-64,153
| -71% | -$3.31M | 0.1% | 215 |
|
|
2020
Q3 | $4.66M | Buy |
+90,200
| New | +$4.66M | 0.4% | 62 |
|