MWAM
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 |
|