MWAM
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Manhattan West Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.81M Sell
77,343
-30,546
-28% -$1.5M 0.88% 35
2025
Q1
$5.3M Buy
107,889
+14,100
+15% +$693K 1.35% 19
2024
Q4
$4.56M Sell
93,789
-26,507
-22% -$1.29M 1.23% 23
2024
Q3
$5.94M Buy
120,296
+11,169
+10% +$552K 1.54% 17
2024
Q2
$5.24M Sell
109,127
-24,998
-19% -$1.2M 1.42% 20
2024
Q1
$6.47M Buy
134,125
+18,294
+16% +$883K 1.55% 19
2023
Q4
$5.6M Buy
115,831
+8,867
+8% +$428K 1.57% 17
2023
Q3
$4.99M Buy
+106,964
New +$4.99M 1.54% 19