MAI Capital 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 Q2	$433K	Sell	8,788 -64,002	-88%	-$3.15M	﹤0.01%	868
2025 Q1	$3.58M	Buy	72,790 +4,616	+7%	+$227K	0.03%	364
2024 Q4	$3.32M	Buy	+68,174	New	+$3.32M	0.02%	388