MRA Advisory 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 | $9.83M | Sell |
199,464
-11,903
| -6% | -$586K | 4.6% | 6 |
|
|
2025
Q1 | $10.4M | Buy |
211,367
+10,197
| +5% | +$501K | 5.54% | 4 |
|
|
2024
Q4 | $9.79M | Buy |
201,170
+6,159
| +3% | +$300K | 5.19% | 4 |
|
|
2024
Q3 | $9.64M | Buy |
195,011
+30,944
| +19% | +$1.53M | 5.27% | 4 |
|
|
2024
Q2 | $7.88M | Buy |
164,067
+149,117
| +997% | +$7.17M | 4.51% | 6 |
|
|
2024
Q1 | $721K | Buy |
14,950
+4,472
| +43% | +$216K | 0.43% | 32 |
|
|
2023
Q4 | $506K | Sell |
10,478
-80,818
| -89% | -$3.91M | 0.33% | 44 |
|
|
2023
Q3 | $4.31M | Sell |
91,296
-29,715
| -25% | -$1.4M | 3.08% | 7 |
|
|
2023
Q2 | $5.77M | Buy |
121,011
+53,781
| +80% | +$2.56M | 3.97% | 4 |
|
|
2023
Q1 | $3.22M | Buy |
67,230
+17,747
| +36% | +$850K | 2.32% | 19 |
|
|
2022
Q4 | $2.35M | Buy |
49,483
+16,159
| +48% | +$766K | 1.84% | 20 |
|
|
2022
Q3 | $1.58M | Buy |
33,324
+3,144
| +10% | +$149K | 1.34% | 21 |
|
|
2022
Q2 | $1.46M | Sell |
30,180
-1,531
| -5% | -$74K | 1.27% | 24 |
|
|
2022
Q1 | $1.55M | Sell |
31,711
-21,631
| -41% | -$1.06M | 1.18% | 22 |
|
|
2021
Q4 | $2.67M | Sell |
53,342
-23,440
| -31% | -$1.17M | 2.06% | 20 |
|
|
2021
Q3 | $3.88M | Sell |
76,782
-20,269
| -21% | -$1.03M | 3.3% | 3 |
|
|
2021
Q2 | $4.94M | Buy |
97,051
+70,639
| +267% | +$3.6M | 4.24% | 1 |
|
|
2021
Q1 | $1.35M | Sell |
26,412
-51,688
| -66% | -$2.64M | 1.27% | 26 |
|
|
2020
Q4 | $4.02M | Buy |
+78,100
| New | +$4.02M | 3.95% | 3 |
|