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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $852K | Buy |
|
|||||
|
2025
Q2 | $502K | Buy |
|
|||||
|
2025
Q1 | $459K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $1.4M | Sell |
|
|||||
|
2023
Q3 | $1.39M | Sell |
|
|||||
|
2023
Q2 | $1.44M | Buy |
|
|||||
|
2023
Q1 | $1.33M | Buy |
|
|||||
|
2022
Q4 | $1.31M | Buy |
|
|||||
|
2022
Q3 | $305K | Sell |
|
|||||
|
2022
Q2 | $340K | Sell |
|
|||||
|
2022
Q1 | $497K | Buy |
|
|||||
|
2021
Q4 | $476K | Buy |
|