Merkkuri Wealth Advisors’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	$432K	Sell	8,762 -225	-3%	-$11.1K	0.33%	58
2025 Q1	$442K	Sell	8,987 -111	-1%	-$5.46K	0.38%	56
2024 Q4	$443K	Sell	9,098 -1,281	-12%	-$62.3K	0.35%	59
2024 Q3	$513K	Sell	10,379 -60	-0.6%	-$2.97K	0.4%	57
2024 Q2	$502K	Buy	+10,439	New	+$502K	0.46%	53