MTM Investment Management’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 | $107K | Sell |
2,173
-925
| -30% | -$45.6K | 0.04% | 251 |
|
|
2025
Q1 | $152K | Hold |
3,098
| – | – | 0.06% | 197 |
|
|
2024
Q4 | $151K | Hold |
3,098
| – | – | 0.06% | 194 |
|
|
2024
Q3 | $152K | Hold |
3,098
| – | – | 0.06% | 199 |
|
|
2024
Q2 | $149K | Hold |
3,098
| – | – | 0.06% | 194 |
|
|
2024
Q1 | $149K | Hold |
3,098
| – | – | 0.06% | 195 |
|
|
2023
Q4 | $150K | Hold |
3,098
| – | – | 0.07% | 186 |
|
|
2023
Q3 | $146K | Hold |
3,098
| – | – | 0.07% | 177 |
|
|
2023
Q2 | $148K | Sell |
3,098
-175
| -5% | -$8.34K | 0.07% | 186 |
|
|
2023
Q1 | $157K | Hold |
3,273
| – | – | 0.08% | 184 |
|
|
2022
Q4 | $155K | Sell |
3,273
-970
| -23% | -$46K | 0.08% | 181 |
|
|
2022
Q3 | $201K | Hold |
4,243
| – | – | 0.11% | 169 |
|
|
2022
Q2 | $205K | Hold |
4,243
| – | – | 0.11% | 166 |
|
|
2022
Q1 | $208K | Hold |
4,243
| – | – | 0.1% | 177 |
|
|
2021
Q4 | $212K | Hold |
4,243
| – | – | 0.1% | 180 |
|
|
2021
Q3 | $215K | Hold |
4,243
| – | – | 0.12% | 155 |
|
|
2021
Q2 | $216K | Hold |
4,243
| – | – | 0.11% | 157 |
|
|
2021
Q1 | $217K | Buy |
4,243
+97
| +2% | +$4.96K | 0.12% | 147 |
|
|
2020
Q4 | $213K | Buy |
+4,146
| New | +$213K | 0.13% | 137 |
|