Narwhal Capital 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 | $655K | Sell |
13,299
-692
| -5% | -$34.1K | 0.05% | 119 |
|
|
2025
Q1 | $688K | Buy |
13,991
+112
| +0.8% | +$5.51K | 0.06% | 120 |
|
|
2024
Q4 | $675K | Buy |
13,879
+1,297
| +10% | +$63.1K | 0.06% | 118 |
|
|
2024
Q3 | $622K | Buy |
12,582
+83
| +0.7% | +$4.1K | 0.06% | 120 |
|
|
2024
Q2 | $601K | Sell |
12,499
-6,407
| -34% | -$308K | 0.06% | 121 |
|
|
2024
Q1 | $912K | Buy |
18,906
+4,033
| +27% | +$195K | 0.09% | 106 |
|
|
2023
Q4 | $719K | Buy |
14,873
+3,896
| +35% | +$188K | 0.08% | 115 |
|
|
2023
Q3 | $519K | Buy |
10,977
+1,571
| +17% | +$74.2K | 0.06% | 128 |
|
|
2023
Q2 | $448K | Buy |
9,406
+858
| +10% | +$40.9K | 0.05% | 133 |
|
|
2023
Q1 | $409K | Buy |
8,548
+2,647
| +45% | +$127K | 0.05% | 130 |
|
|
2022
Q4 | $280K | Buy |
+5,901
| New | +$280K | 0.04% | 139 |
|