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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.2M	Buy	405,775 +29,361	+8%	+$1.47M	0.25%	87
2025 Q4	$18.8M	Buy	376,414 +59,519	+19%	+$2.98M	0.23%	91
2025 Q3	$15.8M	Sell	316,895 -16,144	-5%	-$799K	0.21%	106
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%	+$390K	0.25%	85
2024 Q4	$14.6M	Buy	299,995 +27,798	+10%	+$1.36M	0.25%	87
2024 Q3	$13.4M	Buy	272,197 +53,061	+24%	+$2.6M	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%	+$20.8K	0.31%	78
2023 Q3	$12M	Buy	253,133 +14,300	+6%	+$680K	0.38%	59
2023 Q2	$11.4M	Sell	238,833 -14,050	-6%	-$673K	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%	+$3.25M	0.46%	52
2022 Q3	$5.74M	Buy	121,186 +80,372	+197%	+$3.88M	0.33%	78
2022 Q2	$1.97M	Sell	40,814 -13,810	-25%	-$671K	0.11%	222
2022 Q1	$2.67M	Sell	54,624 -25,112	-31%	-$1.24M	0.13%	168
2021 Q4	$3.99M	Buy	79,736 +53,431	+203%	+$2.69M	0.19%	125
2021 Q3	$1.33M	Buy	26,305 +8,653	+49%	+$439K	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%	-$222K	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	+$4.67M	0.4%	62