KMG Fiduciary Partners’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 | $2.27M | Buy |
46,102
+4
| +0% | +$197 | 0.17% | 123 |
|
|
2025
Q1 | $2.27M | Buy |
46,098
+717
| +2% | +$35.2K | 0.19% | 119 |
|
|
2024
Q4 | $2.21M | Buy |
45,381
+3,689
| +9% | +$180K | 0.18% | 119 |
|
|
2024
Q3 | $2.06M | Buy |
41,692
+9,314
| +29% | +$460K | 0.18% | 118 |
|
|
2024
Q2 | $1.56M | Buy |
32,378
+900
| +3% | +$43.2K | 0.15% | 117 |
|
|
2024
Q1 | $1.52M | Buy |
31,478
+10,293
| +49% | +$497K | 0.16% | 117 |
|
|
2023
Q4 | $1.02M | Buy |
21,185
+1,210
| +6% | +$58.5K | 0.12% | 139 |
|
|
2023
Q3 | $944K | Buy |
19,975
+1
| +0% | +$47 | 0.12% | 139 |
|
|
2023
Q2 | $952K | Buy |
19,974
+1
| +0% | +$48 | 0.12% | 140 |
|
|
2023
Q1 | $956K | Buy |
19,973
+9,567
| +92% | +$458K | 0.14% | 141 |
|
|
2022
Q4 | $493K | Buy |
+10,406
| New | +$493K | 0.08% | 167 |
|