MSAM
Moloney Securities 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 | $420K | Buy |
8,530
+488
| +6% | +$24K | 0.05% | 295 |
|
|
2025
Q1 | $395K | Buy |
8,042
+519
| +7% | +$25.5K | 0.05% | 292 |
|
|
2024
Q4 | $366K | Sell |
7,523
-160
| -2% | -$7.79K | 0.05% | 309 |
|
|
2024
Q3 | $380K | Buy |
7,683
+2,894
| +60% | +$143K | 0.05% | 319 |
|
|
2024
Q2 | $230K | Sell |
4,789
-64
| -1% | -$3.08K | 0.03% | 398 |
|
|
2024
Q1 | $234K | Buy |
+4,853
| New | +$234K | 0.04% | 391 |
|
|
2021
Q1 | – | Sell |
-4,398
| Closed | -$226K | – | 418 |
|
|
2020
Q4 | $226K | Sell |
4,398
-8,844
| -67% | -$454K | 0.05% | 332 |
|
|
2020
Q3 | $684K | Sell |
13,242
-1,004
| -7% | -$51.9K | 0.18% | 140 |
|
|
2020
Q2 | $736K | Buy |
14,246
+270
| +2% | +$13.9K | 0.21% | 120 |
|
|
2020
Q1 | $713K | Buy |
13,976
+213
| +2% | +$10.9K | 0.26% | 109 |
|
|
2019
Q4 | $713K | Buy |
+13,763
| New | +$713K | 0.22% | 130 |
|