Maia Wealth’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 | $2.42M | Buy |
49,077
+6,752
| +16% | +$333K | 0.46% | 57 |
|
|
2025
Q1 | $2.07M | Buy |
42,325
+4,720
| +13% | +$230K | 0.47% | 56 |
|
|
2024
Q4 | $1.83M | Buy |
37,605
+17,786
| +90% | +$864K | 0.39% | 61 |
|
|
2024
Q3 | $967K | Buy |
19,819
+9,901
| +100% | +$483K | 0.24% | 89 |
|
|
2024
Q2 | $482K | Buy |
+9,918
| New | +$482K | 0.15% | 122 |
|
|
2023
Q4 | $742K | Buy |
+15,353
| New | +$742K | 0.3% | 66 |
|