KWM
Kingsview Wealth Management’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 | $9.29M | Sell |
188,581
-9,626
| -5% | -$474K | 0.16% | 130 |
|
|
2025
Q1 | $9.74M | Sell |
198,207
-30,409
| -13% | -$1.49M | 0.18% | 116 |
|
|
2024
Q4 | $11.1M | Sell |
228,616
-26,614
| -10% | -$1.3M | 0.22% | 92 |
|
|
2024
Q3 | $12.6M | Buy |
255,230
+65,287
| +34% | +$3.23M | 0.27% | 71 |
|
|
2024
Q2 | $9.13M | Buy |
189,943
+43
| +0% | +$2.07K | 0.22% | 90 |
|
|
2024
Q1 | $9.16M | Sell |
189,900
-12,196
| -6% | -$588K | 0.23% | 92 |
|
|
2023
Q4 | $9.77M | Buy |
202,096
+55,880
| +38% | +$2.7M | 0.29% | 77 |
|
|
2023
Q3 | $6.91M | Buy |
146,216
+41,945
| +40% | +$1.98M | 0.25% | 93 |
|
|
2023
Q2 | $4.97M | Sell |
104,271
-6,923
| -6% | -$330K | 0.19% | 112 |
|
|
2023
Q1 | $5.32M | Sell |
111,194
-39,776
| -26% | -$1.9M | 0.22% | 98 |
|
|
2022
Q4 | $7.16M | Buy |
150,970
+64,656
| +75% | +$3.07M | 0.31% | 78 |
|
|
2022
Q3 | $4.09M | Buy |
86,314
+14,555
| +20% | +$689K | 0.19% | 123 |
|
|
2022
Q2 | $3.47M | Sell |
71,759
-11,998
| -14% | -$580K | 0.17% | 141 |
|
|
2022
Q1 | $4.1M | Sell |
83,757
-8,098
| -9% | -$396K | 0.18% | 129 |
|
|
2021
Q4 | $4.59M | Sell |
91,855
-3,097
| -3% | -$155K | 0.19% | 118 |
|
|
2021
Q3 | $4.8M | Buy |
94,952
+52,285
| +123% | +$2.64M | 0.23% | 99 |
|
|
2021
Q2 | $2.17M | Sell |
42,667
-4,001
| -9% | -$204K | 0.11% | 207 |
|
|
2021
Q1 | $2.39M | Buy |
46,668
+4,759
| +11% | +$243K | 0.14% | 161 |
|
|
2020
Q4 | $2.16M | Buy |
41,909
+1,241
| +3% | +$63.9K | 0.16% | 147 |
|
|
2020
Q3 | $2.1M | Buy |
40,668
+6,698
| +20% | +$346K | 0.19% | 130 |
|
|
2020
Q2 | $1.76M | Buy |
33,970
+4,088
| +14% | +$211K | 0.18% | 139 |
|
|
2020
Q1 | $1.52M | Sell |
29,882
-3,650
| -11% | -$186K | 0.21% | 123 |
|
|
2019
Q4 | $1.74M | Buy |
33,532
+7,855
| +31% | +$407K | 0.22% | 130 |
|
|
2019
Q3 | $1.34M | Buy |
25,677
+6,824
| +36% | +$355K | 0.21% | 135 |
|
|
2019
Q2 | $974K | Sell |
18,853
-4,733
| -20% | -$245K | 0.16% | 157 |
|
|
2019
Q1 | $1.21M | Sell |
23,586
-27,680
| -54% | -$1.42M | 0.18% | 147 |
|
|
2018
Q4 | $2.62M | Buy |
+51,266
| New | +$2.62M | 0.57% | 51 |
|
|
2017
Q4 | – | Sell |
-10,012
| Closed | -$521K | – | 322 |
|
|
2017
Q3 | $521K | Sell |
10,012
-1,317
| -12% | -$68.5K | 0.23% | 134 |
|
|
2017
Q2 | $590K | Buy |
11,329
+4,587
| +68% | +$239K | 0.3% | 106 |
|
|
2017
Q1 | $351K | Buy |
+6,742
| New | +$351K | 0.21% | 147 |
|