Mutual Advisors’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 | $4.61M | Sell |
93,797
-62,970
| -40% | -$3.1M | 0.12% | 182 |
|
|
2025
Q1 | $7.67M | Buy |
156,767
+104,563
| +200% | +$5.12M | 0.22% | 88 |
|
|
2024
Q4 | $2.54M | Buy |
52,204
+12,495
| +31% | +$609K | 0.07% | 230 |
|
|
2024
Q3 | $1.94M | Buy |
39,709
+25,789
| +185% | +$1.26M | 0.06% | 286 |
|
|
2024
Q2 | $677K | Buy |
13,920
+1,012
| +8% | +$49.2K | 0.02% | 605 |
|
|
2024
Q1 | $623K | Sell |
12,908
-28,147
| -69% | -$1.36M | 0.02% | 620 |
|
|
2023
Q4 | $1.98M | Buy |
41,055
+2,400
| +6% | +$116K | 0.07% | 275 |
|
|
2023
Q3 | $1.83M | Buy |
38,655
+1,807
| +5% | +$85.4K | 0.07% | 276 |
|
|
2023
Q2 | $1.76M | Buy |
36,848
+112
| +0.3% | +$5.34K | 0.07% | 282 |
|
|
2023
Q1 | $1.76M | Sell |
36,736
-175
| -0.5% | -$8.38K | 0.07% | 276 |
|
|
2022
Q4 | $1.75M | Sell |
36,911
-10,738
| -23% | -$509K | 0.08% | 256 |
|
|
2022
Q3 | $2.26M | Sell |
47,649
-504
| -1% | -$23.9K | 0.12% | 174 |
|
|
2022
Q2 | $2.33M | Sell |
48,153
-6,706
| -12% | -$324K | 0.15% | 156 |
|
|
2022
Q1 | $2.69M | Sell |
54,859
-19,765
| -26% | -$967K | 0.15% | 159 |
|
|
2021
Q4 | $3.73M | Sell |
74,624
-25,524
| -25% | -$1.28M | 0.2% | 113 |
|
|
2021
Q3 | $5.07M | Sell |
100,148
-10,694
| -10% | -$541K | 0.3% | 71 |
|
|
2021
Q2 | $5.64M | Sell |
110,842
-27,428
| -20% | -$1.4M | 0.33% | 69 |
|
|
2021
Q1 | $7.06M | Sell |
138,270
-11,355
| -8% | -$580K | 0.48% | 40 |
|
|
2020
Q4 | $7.7M | Buy |
149,625
+13,547
| +10% | +$697K | 0.57% | 27 |
|
|
2020
Q3 | $7.03M | Buy |
136,078
+62,245
| +84% | +$3.22M | 0.61% | 22 |
|
|
2020
Q2 | $3.82M | Buy |
73,833
+13,574
| +23% | +$702K | 0.38% | 60 |
|
|
2020
Q1 | $3.07M | Buy |
60,259
+3,739
| +7% | +$191K | 0.42% | 48 |
|
|
2019
Q4 | $2.93M | Buy |
56,520
+40,465
| +252% | +$2.1M | 0.31% | 74 |
|
|
2019
Q3 | $835K | Buy |
16,055
+3,048
| +23% | +$159K | 0.11% | 224 |
|
|
2019
Q2 | $672K | Buy |
13,007
+8,803
| +209% | +$455K | 0.09% | 279 |
|
|
2019
Q1 | $216K | Buy |
+4,204
| New | +$216K | 0.03% | 432 |
|