Mainsail 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 | $6.28M | Buy |
127,903
+8,946
| +8% | +$439K | 2.93% | 11 |
|
|
2025
Q1 | $5.85M | Buy |
118,957
+5,229
| +5% | +$257K | 3.31% | 11 |
|
|
2024
Q4 | $5.54M | Buy |
113,728
+7,753
| +7% | +$377K | 3.21% | 11 |
|
|
2024
Q3 | $5.2M | Buy |
105,975
+34,392
| +48% | +$1.69M | 3.09% | 12 |
|
|
2024
Q2 | $3.44M | Buy |
71,583
+17,979
| +34% | +$864K | 2.02% | 18 |
|
|
2024
Q1 | $2.59M | Sell |
53,604
-13,737
| -20% | -$663K | 1.78% | 21 |
|
|
2023
Q4 | $3.26M | Buy |
67,341
+2,793
| +4% | +$135K | 2.52% | 17 |
|
|
2023
Q3 | $3.04M | Buy |
64,548
+5,126
| +9% | +$242K | 2.76% | 14 |
|
|
2023
Q2 | $2.83M | Buy |
59,422
+435
| +0.7% | +$20.7K | 2.65% | 14 |
|
|
2023
Q1 | $2.82M | Buy |
58,987
+12,750
| +28% | +$610K | 2.74% | 14 |
|
|
2022
Q4 | $2.21M | Buy |
+46,237
| New | +$2.21M | 2.25% | 18 |
|