MML Investors Services’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 | $10.2M | Buy |
206,962
+2,925
| +1% | +$144K | 0.03% | 517 |
|
|
2025
Q1 | $10M | Buy |
204,037
+12,954
| +7% | +$637K | 0.03% | 465 |
|
|
2024
Q4 | $9.3M | Buy |
191,083
+10,384
| +6% | +$505K | 0.03% | 463 |
|
|
2024
Q3 | $8.93M | Sell |
180,699
-5,674
| -3% | -$280K | 0.03% | 459 |
|
|
2024
Q2 | $8.96M | Buy |
186,373
+7,129
| +4% | +$343K | 0.04% | 430 |
|
|
2024
Q1 | $8.65M | Sell |
179,244
-17,524
| -9% | -$846K | 0.04% | 460 |
|
|
2023
Q4 | $9.51M | Buy |
196,768
+8,137
| +4% | +$393K | 0.04% | 385 |
|
|
2023
Q3 | $8.91M | Buy |
188,631
+6,237
| +3% | +$295K | 0.05% | 355 |
|
|
2023
Q2 | $8.7M | Sell |
182,394
-13,089
| -7% | -$624K | 0.05% | 361 |
|
|
2023
Q1 | $9.36M | Sell |
195,483
-15,198
| -7% | -$728K | 0.07% | 300 |
|
|
2022
Q4 | $9.99M | Buy |
210,681
+11,183
| +6% | +$530K | 0.07% | 300 |
|
|
2022
Q3 | $9.45M | Sell |
199,498
-9,941
| -5% | -$471K | 0.07% | 268 |
|
|
2022
Q2 | $10.1M | Sell |
209,439
-3,093
| -1% | -$149K | 0.08% | 257 |
|
|
2022
Q1 | $10.4M | Sell |
212,532
-24,815
| -10% | -$1.21M | 0.07% | 270 |
|
|
2021
Q4 | $11.9M | Buy |
237,347
+12,988
| +6% | +$649K | 0.09% | 247 |
|
|
2021
Q3 | $11.3M | Sell |
224,359
-20,586
| -8% | -$1.04M | 0.09% | 245 |
|
|
2021
Q2 | $12.5M | Buy |
244,945
+19,987
| +9% | +$1.02M | 0.1% | 213 |
|
|
2021
Q1 | $11.5M | Buy |
224,958
+13,571
| +6% | +$693K | 0.11% | 202 |
|
|
2020
Q4 | $10.9M | Sell |
211,387
-7,543
| -3% | -$388K | 0.12% | 188 |
|
|
2020
Q3 | $11.3M | Sell |
218,930
-214,919
| -50% | -$11.1M | 0.14% | 161 |
|
|
2020
Q2 | $22.4M | Buy |
433,849
+212,677
| +96% | +$11M | 0.3% | 79 |
|
|
2020
Q1 | $11.3M | Buy |
221,172
+18,293
| +9% | +$933K | 0.19% | 126 |
|
|
2019
Q4 | $10.5M | Sell |
202,879
-14,104
| -7% | -$731K | 0.15% | 164 |
|
|
2019
Q3 | $11.3M | Sell |
216,983
-22,576
| -9% | -$1.17M | 0.18% | 141 |
|
|
2019
Q2 | $12.4M | Sell |
239,559
-2,959
| -1% | -$153K | 0.18% | 143 |
|
|
2019
Q1 | $12.4M | Buy |
242,518
+69,018
| +40% | +$3.54M | 0.19% | 129 |
|
|
2018
Q4 | $8.86M | Buy |
173,500
+22,608
| +15% | +$1.15M | 0.16% | 156 |
|
|
2018
Q3 | $7.69M | Buy |
150,892
+38,472
| +34% | +$1.96M | 0.13% | 182 |
|
|
2018
Q2 | $5.75M | Buy |
112,420
+4,667
| +4% | +$239K | 0.13% | 176 |
|
|
2018
Q1 | $5.54M | Buy |
107,753
+25,324
| +31% | +$1.3M | 0.12% | 178 |
|
|
2017
Q4 | $4.26M | Sell |
82,429
-3,412
| -4% | -$176K | 0.08% | 207 |
|
|
2017
Q3 | $4.46M | Buy |
85,841
+5,104
| +6% | +$265K | 0.09% | 191 |
|
|
2017
Q2 | $4.21M | Buy |
+80,737
| New | +$4.21M | 0.08% | 196 |
|