Koshinski Asset 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 | $274K | Sell |
5,563
-205
| -4% | -$10.1K | 0.02% | 559 |
|
|
2025
Q1 | $284K | Sell |
5,768
-608
| -10% | -$29.9K | 0.02% | 509 |
|
|
2024
Q4 | $310M | Sell |
6,376
-93
| -1% | -$4.53M | 0.03% | 476 |
|
|
2024
Q3 | $320K | Buy |
6,469
+7
| +0.1% | +$346 | 0.03% | 479 |
|
|
2024
Q2 | $312K | Buy |
+6,462
| New | +$312K | 0.03% | 452 |
|
|
2023
Q4 | – | Sell |
-5,362
| Closed | -$253K | – | 578 |
|
|
2023
Q3 | $253K | Buy |
5,362
+2
| +0% | +$94 | 0.03% | 464 |
|
|
2023
Q2 | $256K | Sell |
5,360
-4,458
| -45% | -$213K | 0.03% | 485 |
|
|
2023
Q1 | $470K | Sell |
9,818
-235
| -2% | -$11.3K | 0.05% | 343 |
|
|
2022
Q4 | $477K | Buy |
10,053
+1
| +0% | +$47 | 0.05% | 367 |
|
|
2022
Q3 | $476K | Sell |
10,052
-269
| -3% | -$12.7K | 0.06% | 332 |
|
|
2022
Q2 | $499K | Sell |
10,321
-37
| -0.4% | -$1.79K | 0.05% | 364 |
|
|
2022
Q1 | $507K | Sell |
10,358
-133
| -1% | -$6.51K | 0.04% | 383 |
|
|
2021
Q4 | $524K | Sell |
10,491
-99
| -0.9% | -$4.95K | 0.04% | 394 |
|
|
2021
Q3 | $536K | Buy |
10,590
+3,851
| +57% | +$195K | 0.05% | 386 |
|
|
2021
Q2 | $343K | Sell |
6,739
-5,524
| -45% | -$281K | 0.04% | 399 |
|
|
2021
Q1 | $626K | Buy |
12,263
+1,102
| +10% | +$56.3K | 0.07% | 314 |
|
|
2020
Q4 | $574K | Buy |
11,161
+590
| +6% | +$30.3K | 0.07% | 288 |
|
|
2020
Q3 | $546 | Sell |
10,571
-40
| -0.4% | -$2 | 0.07% | 273 |
|
|
2020
Q2 | $548K | Sell |
10,611
-417
| -4% | -$21.5K | 0.09% | 256 |
|
|
2020
Q1 | $562K | Buy |
11,028
+320
| +3% | +$16.3K | 0.12% | 220 |
|
|
2019
Q4 | $554K | Buy |
+10,708
| New | +$554K | 0.1% | 287 |
|
|
2019
Q3 | – | Sell |
-8,605
| Closed | -$445K | – | 217 |
|
|
2019
Q2 | $445K | Buy |
8,605
+840
| +11% | +$43.4K | 0.18% | 155 |
|
|
2019
Q1 | $398 | Hold |
7,765
| – | – | 0.11% | 241 |
|
|
2018
Q4 | $396K | Buy |
7,765
+1,710
| +28% | +$87.2K | 0.1% | 249 |
|
|
2018
Q3 | $309K | Buy |
+6,055
| New | +$309K | 0.04% | 413 |
|
|
2017
Q1 | – | Sell |
-4,499
| Closed | -$235K | – | 331 |
|
|
2016
Q4 | $235K | Buy |
+4,499
| New | +$235K | 0.12% | 245 |
|