Nations Financial 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
Q2 | $1.37M | Buy |
27,759
+719
| +3% | +$35.4K | 0.09% | 236 |
|
|
2025
Q1 | $1.33M | Sell |
27,040
-3,778
| -12% | -$186K | 0.1% | 227 |
|
|
2024
Q4 | $1.5M | Buy |
30,818
+1,350
| +5% | +$65.7K | 0.11% | 211 |
|
|
2024
Q3 | $1.46M | Buy |
29,468
+386
| +1% | +$19.1K | 0.11% | 211 |
|
|
2024
Q2 | $1.4M | Buy |
29,082
+1,095
| +4% | +$52.6K | 0.11% | 202 |
|
|
2024
Q1 | $1.35M | Buy |
27,987
+195
| +0.7% | +$9.41K | 0.11% | 204 |
|
|
2023
Q4 | $1.34M | Sell |
27,792
-647
| -2% | -$31.3K | 0.12% | 192 |
|
|
2023
Q3 | $1.34M | Sell |
28,439
-4,543
| -14% | -$215K | 0.14% | 180 |
|
|
2023
Q2 | $1.57M | Buy |
32,982
+2,348
| +8% | +$112K | 0.15% | 162 |
|
|
2023
Q1 | $1.47M | Buy |
30,634
+3,061
| +11% | +$147K | 0.15% | 160 |
|
|
2022
Q4 | $1.31M | Sell |
27,573
-4,928
| -15% | -$234K | 0.15% | 173 |
|
|
2022
Q3 | $1.54M | Buy |
32,501
+533
| +2% | +$25.2K | 0.22% | 106 |
|
|
2022
Q2 | $1.54M | Buy |
31,968
+25,042
| +362% | +$1.21M | 0.21% | 124 |
|
|
2022
Q1 | $339K | Buy |
6,926
+1,084
| +19% | +$53.1K | 0.04% | 400 |
|
|
2021
Q4 | $292K | Buy |
5,842
+664
| +13% | +$33.2K | 0.04% | 391 |
|
|
2021
Q3 | $262K | Buy |
5,178
+7
| +0.1% | +$354 | 0.04% | 389 |
|
|
2021
Q2 | $263K | Buy |
+5,171
| New | +$263K | 0.04% | 351 |
|
|
2021
Q1 | – | Sell |
-4,229
| Closed | -$218K | – | 358 |
|
|
2020
Q4 | $218K | Buy |
4,229
+162
| +4% | +$8.35K | 0.06% | 306 |
|
|
2020
Q3 | $210K | Buy |
+4,067
| New | +$210K | 0.07% | 270 |
|