KCFA
Key Client Fiduciary Advisors’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 | $322K | Hold |
6,540
| – | – | 0.13% | 147 |
|
|
2025
Q1 | $322K | Hold |
6,540
| – | – | 0.15% | 137 |
|
|
2024
Q4 | $318K | Sell |
6,540
-1,035
| -14% | -$50.4K | 0.14% | 140 |
|
|
2024
Q3 | $374K | Hold |
7,575
| – | – | 0.17% | 125 |
|
|
2024
Q2 | $364K | Hold |
7,575
| – | – | 0.18% | 120 |
|
|
2024
Q1 | $365K | Buy |
+7,575
| New | +$365K | 0.19% | 125 |
|
|
2022
Q2 | – | Sell |
-8,965
| Closed | -$439K | – | 116 |
|
|
2022
Q1 | $439K | Sell |
8,965
-1,500
| -14% | -$73.5K | 0.35% | 64 |
|
|
2021
Q4 | $523K | Buy |
+10,465
| New | +$523K | 0.43% | 60 |
|