Laidlaw Wealth Management’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
Q1 | – | Sell |
-47,421
| Closed | -$2.31M | – | 113 |
|
|
2024
Q4 | $2.31M | Buy |
47,421
+12,586
| +36% | +$613K | 1.01% | 26 |
|
|
2024
Q3 | $1.72M | Buy |
34,835
+555
| +2% | +$27.4K | 0.85% | 33 |
|
|
2024
Q2 | $1.65M | Buy |
34,280
+3,081
| +10% | +$148K | 0.9% | 31 |
|
|
2024
Q1 | $1.51M | Buy |
31,199
+3,483
| +13% | +$168K | 0.84% | 34 |
|
|
2023
Q4 | $1.34M | Sell |
27,716
-9,976
| -26% | -$482K | 0.49% | 61 |
|
|
2023
Q3 | $1.78M | Sell |
37,692
-2,712
| -7% | -$128K | 0.59% | 45 |
|
|
2023
Q2 | $1.93M | Buy |
40,404
+191
| +0.5% | +$9.11K | 0.38% | 66 |
|
|
2023
Q1 | $1.92M | Buy |
40,213
+6,362
| +19% | +$305K | 0.39% | 68 |
|
|
2022
Q4 | $1.6M | Sell |
33,851
-1,475
| -4% | -$69.9K | 0.34% | 82 |
|
|
2022
Q3 | $1.67M | Buy |
35,326
+7,322
| +26% | +$347K | 0.39% | 72 |
|
|
2022
Q2 | $1.35M | Buy |
+28,004
| New | +$1.35M | 0.28% | 102 |
|
|
2021
Q4 | – | Sell |
-14,728
| Closed | -$745K | – | 410 |
|
|
2021
Q3 | $745K | Buy |
14,728
+1,775
| +14% | +$89.8K | 0.19% | 111 |
|
|
2021
Q2 | $659K | Sell |
12,953
-3,846
| -23% | -$196K | 0.17% | 125 |
|
|
2021
Q1 | $858K | Buy |
16,799
+10,145
| +152% | +$518K | 0.29% | 90 |
|
|
2020
Q4 | $342K | Buy |
+6,654
| New | +$342K | 0.07% | 242 |
|