National Wealth Management 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
Q1 | $459K | Buy |
+9,343
| New | +$459K | 0.3% | 82 |
|
|
2024
Q1 | – | Sell |
-28,993
| Closed | -$1.4M | – | 147 |
|
|
2023
Q4 | $1.4M | Sell |
28,993
-524
| -2% | -$25.3K | 1.36% | 22 |
|
|
2023
Q3 | $1.39M | Sell |
29,517
-568
| -2% | -$26.8K | 1.52% | 19 |
|
|
2023
Q2 | $1.44M | Buy |
30,085
+2,406
| +9% | +$115K | 1.49% | 18 |
|
|
2023
Q1 | $1.33M | Buy |
27,679
+37
| +0.1% | +$1.78K | 1.52% | 16 |
|
|
2022
Q4 | $1.31M | Buy |
27,642
+21,195
| +329% | +$1M | 1.57% | 14 |
|
|
2022
Q3 | $305K | Sell |
6,447
-598
| -8% | -$28.3K | 0.4% | 85 |
|
|
2022
Q2 | $340K | Sell |
7,045
-3,098
| -31% | -$150K | 0.43% | 66 |
|
|
2022
Q1 | $497K | Buy |
10,143
+621
| +7% | +$30.4K | 0.48% | 62 |
|
|
2021
Q4 | $476K | Buy |
+9,522
| New | +$476K | 0.45% | 67 |
|