Moneywise Inc’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 | $249K | Buy |
5,058
+22
| +0.4% | +$1.08K | 0.12% | 65 |
|
|
2025
Q1 | $248K | Buy |
5,036
+21
| +0.4% | +$1.03K | 0.13% | 52 |
|
|
2024
Q4 | $244K | Sell |
5,015
-3,280
| -40% | -$160K | 0.12% | 47 |
|
|
2024
Q3 | $410K | Sell |
8,295
-7,423
| -47% | -$367K | 0.2% | 49 |
|
|
2024
Q2 | $755K | Sell |
15,718
-4,611
| -23% | -$222K | 0.4% | 36 |
|
|
2024
Q1 | $981K | Sell |
20,329
-6,181
| -23% | -$298K | 0.53% | 32 |
|
|
2023
Q4 | $1.28M | Sell |
26,510
-208
| -0.8% | -$10.1K | 0.74% | 22 |
|
|
2023
Q3 | $1.26M | Buy |
26,718
+811
| +3% | +$38.3K | 0.79% | 20 |
|
|
2023
Q2 | $1.23M | Buy |
25,907
+1,414
| +6% | +$67.4K | 0.77% | 24 |
|
|
2023
Q1 | $1.17M | Buy |
24,493
+46
| +0.2% | +$2.2K | 0.76% | 23 |
|
|
2022
Q4 | $1.16M | Sell |
24,447
-11,670
| -32% | -$553K | 0.87% | 23 |
|
|
2022
Q3 | $1.71M | Buy |
36,117
+553
| +2% | +$26.2K | 1.4% | 14 |
|
|
2022
Q2 | $1.72M | Sell |
35,564
-5,516
| -13% | -$266K | 1.34% | 19 |
|
|
2022
Q1 | $2.01M | Sell |
41,080
-4,290
| -9% | -$210K | 1.32% | 17 |
|
|
2021
Q4 | $2.27M | Sell |
45,370
-7,668
| -14% | -$383K | 1.46% | 16 |
|
|
2021
Q3 | $2.68M | Buy |
53,038
+4,314
| +9% | +$218K | 1.75% | 13 |
|
|
2021
Q2 | $2.48M | Buy |
48,724
+6,970
| +17% | +$355K | 1.69% | 14 |
|
|
2021
Q1 | $2.13M | Sell |
41,754
-847
| -2% | -$43.2K | 1.44% | 15 |
|
|
2020
Q4 | $2.19M | Buy |
42,601
+150
| +0.4% | +$7.72K | 1.57% | 15 |
|
|
2020
Q3 | $2.19M | Buy |
42,451
+1,557
| +4% | +$80.5K | 1.74% | 19 |
|
|
2020
Q2 | $2.11M | Sell |
40,894
-425
| -1% | -$22K | 1.69% | 19 |
|
|
2020
Q1 | $2.11M | Buy |
41,319
+2,268
| +6% | +$116K | 1.85% | 17 |
|
|
2019
Q4 | $2.03M | Buy |
39,051
+5,483
| +16% | +$285K | 1.53% | 19 |
|
|
2019
Q3 | $1.75M | Sell |
33,568
-7
| -0% | -$364 | 1.41% | 18 |
|
|
2019
Q2 | $1.74M | Buy |
+33,575
| New | +$1.74M | 1.32% | 19 |
|
|
2019
Q1 | – | Sell |
-27,449
| Closed | -$1.4M | – | 40 |
|
|
2018
Q4 | $1.4M | Buy |
27,449
+2,173
| +9% | +$111K | 1.33% | 18 |
|
|
2018
Q3 | $1.29M | Buy |
25,276
+16,470
| +187% | +$839K | 1.09% | 18 |
|
|
2018
Q2 | $451K | Buy |
+8,806
| New | +$451K | 0.39% | 22 |
|