Lion Street Advisors’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 | $205K | Hold |
4,162
| – | – | 0.06% | 264 |
|
|
2025
Q1 | $205K | Hold |
4,162
| – | – | 0.07% | 257 |
|
|
2024
Q4 | $203K | Hold |
4,162
| – | – | 0.06% | 257 |
|
|
2024
Q3 | $206K | Buy |
+4,162
| New | +$206K | 0.07% | 251 |
|
|
2024
Q2 | – | Sell |
-5,430
| Closed | -$262K | – | 271 |
|
|
2024
Q1 | $262K | Hold |
5,430
| – | – | 0.11% | 200 |
|
|
2023
Q4 | $262K | Sell |
5,430
-4,961
| -48% | -$240K | 0.11% | 200 |
|
|
2023
Q3 | $491K | Buy |
10,391
+5,993
| +136% | +$283K | 0.16% | 121 |
|
|
2023
Q2 | $222K | Sell |
4,398
-8,514
| -66% | -$430K | 0.07% | 221 |
|
|
2023
Q1 | $618K | Buy |
+12,912
| New | +$618K | 0.19% | 99 |
|