Larson Financial Group’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 | $197K | Sell |
4,007
-928
| -19% | -$45.7K | 0.01% | 658 |
|
|
2025
Q1 | $243K | Sell |
4,935
-264
| -5% | -$13K | 0.01% | 582 |
|
|
2024
Q4 | $253K | Sell |
5,199
-142
| -3% | -$6.91K | 0.01% | 507 |
|
|
2024
Q3 | $264K | Sell |
5,341
-439
| -8% | -$21.7K | 0.02% | 502 |
|
|
2024
Q2 | $278K | Buy |
5,780
+3,289
| +132% | +$158K | 0.02% | 381 |
|
|
2024
Q1 | $120K | Sell |
2,491
-2,305
| -48% | -$111K | 0.01% | 505 |
|
|
2023
Q4 | $232K | Sell |
4,796
-41
| -0.8% | -$1.98K | 0.02% | 321 |
|
|
2023
Q3 | $229K | Sell |
4,837
-2,191
| -31% | -$104K | 0.02% | 298 |
|
|
2023
Q2 | $335K | Sell |
7,028
-513
| -7% | -$24.5K | 0.03% | 240 |
|
|
2023
Q1 | $361K | Sell |
7,541
-796
| -10% | -$38.1K | 0.04% | 239 |
|
|
2022
Q4 | $395K | Sell |
8,337
-25
| -0.3% | -$1.19K | 0.05% | 220 |
|
|
2022
Q3 | $396K | Sell |
8,362
-7,111
| -46% | -$337K | 0.06% | 189 |
|
|
2022
Q2 | $747K | Sell |
15,473
-329
| -2% | -$15.9K | 0.13% | 79 |
|
|
2022
Q1 | $774K | Sell |
15,802
-1,440
| -8% | -$70.5K | 0.12% | 85 |
|
|
2021
Q4 | $862K | Buy |
17,242
+5,270
| +44% | +$263K | 0.14% | 77 |
|
|
2021
Q3 | $606K | Sell |
11,972
-580
| -5% | -$29.4K | 0.12% | 74 |
|
|
2021
Q2 | $639K | Buy |
12,552
+182
| +1% | +$9.27K | 0.15% | 62 |
|
|
2021
Q1 | $632K | Buy |
12,370
+1,506
| +14% | +$76.9K | 0.19% | 54 |
|
|
2020
Q4 | $559K | Buy |
10,864
+692
| +7% | +$35.6K | 0.19% | 54 |
|
|
2020
Q3 | $526K | Sell |
10,172
-9,460
| -48% | -$489K | 0.22% | 52 |
|
|
2020
Q2 | $1.02M | Buy |
19,632
+2,044
| +12% | +$106K | 0.48% | 42 |
|
|
2020
Q1 | $897K | Buy |
17,588
+922
| +6% | +$47K | 0.56% | 39 |
|
|
2019
Q4 | $863K | Buy |
16,666
+4,857
| +41% | +$252K | 0.5% | 39 |
|
|
2019
Q3 | $614K | Buy |
+11,809
| New | +$614K | 0.4% | 41 |
|