Mutual Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Mutual Advisors’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.43M	Buy	169,216 +16,431	+11%	+$824K	0.18%	102
2025 Q4	$7.64M	Sell	152,785 -49,850	-25%	-$2.49M	0.16%	121
2025 Q3	$10.1M	Buy	202,635 +108,838	+116%	+$5.39M	0.22%	87
2025 Q2	$4.61M	Sell	93,797 -62,970	-40%	-$3.08M	0.12%	182
2025 Q1	$7.67M	Buy	156,767 +104,563	+200%	+$5.11M	0.22%	88
2024 Q4	$2.54M	Buy	52,204 +12,495	+31%	+$610K	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%	+$48.6K	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%	+$114K	0.07%	275
2023 Q3	$1.83M	Buy	38,655 +1,807	+5%	+$85.9K	0.07%	276
2023 Q2	$1.76M	Buy	36,848 +112	+0.3%	+$5.37K	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%	-$508K	0.08%	256
2022 Q3	$2.26M	Sell	47,649 -504	-1%	-$24.3K	0.12%	174
2022 Q2	$2.33M	Sell	48,153 -6,706	-12%	-$326K	0.15%	156
2022 Q1	$2.69M	Sell	54,859 -19,765	-26%	-$979K	0.15%	160
2021 Q4	$3.73M	Sell	74,624 -25,524	-25%	-$1.28M	0.2%	114
2021 Q3	$5.07M	Sell	100,148 -10,694	-10%	-$543K	0.3%	71
2021 Q2	$5.64M	Sell	110,842 -27,428	-20%	-$1.4M	0.34%	69
2021 Q1	$7.06M	Sell	138,270 -11,355	-8%	-$583K	0.48%	40
2020 Q4	$7.7M	Buy	149,625 +13,547	+10%	+$699K	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%	+$701K	0.38%	60
2020 Q1	$3.07M	Buy	60,259 +3,739	+7%	+$194K	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%	+$158K	0.11%	224
2019 Q2	$672K	Buy	13,007 +8,803	+209%	+$453K	0.09%	279
2019 Q1	$216K	Buy	+4,204	New	+$215K	0.03%	432