Midwest 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 | $1.88M | Sell |
38,148
-6,712
| -15% | -$331K | 0.99% | 30 |
|
|
2025
Q1 | $2.21M | Sell |
44,860
-47,255
| -51% | -$2.32M | 1.28% | 23 |
|
|
2024
Q4 | $4.48M | Buy |
92,115
+658
| +0.7% | +$32K | 2.57% | 10 |
|
|
2024
Q3 | $4.52M | Buy |
91,457
+938
| +1% | +$46.3K | 2.65% | 10 |
|
|
2024
Q2 | $4.35M | Buy |
90,519
+2,296
| +3% | +$110K | 2.77% | 10 |
|
|
2024
Q1 | $4.26M | Sell |
88,223
-698
| -0.8% | -$33.7K | 2.86% | 8 |
|
|
2023
Q4 | $4.3M | Sell |
88,921
-234
| -0.3% | -$11.3K | 3.21% | 7 |
|
|
2023
Q3 | $4.21M | Buy |
89,155
+2,404
| +3% | +$114K | 3.57% | 6 |
|
|
2023
Q2 | $4.14M | Buy |
+86,751
| New | +$4.14M | 3.5% | 7 |
|