NewEdge Advisors’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 | $15.3M | Buy |
309,900
+20,491
| +7% | +$1.01M | 0.08% | 252 |
|
|
2025
Q1 | $14.2M | Buy |
289,409
+21,047
| +8% | +$1.03M | 0.08% | 241 |
|
|
2024
Q4 | $13.1M | Buy |
268,362
+2,751
| +1% | +$134K | 0.08% | 251 |
|
|
2024
Q3 | $13.1M | Buy |
265,611
+21,251
| +9% | +$1.05M | 0.09% | 235 |
|
|
2024
Q2 | $11.7M | Buy |
244,360
+77,107
| +46% | +$3.7M | 0.09% | 237 |
|
|
2024
Q1 | $8.07M | Buy |
167,253
+32,168
| +24% | +$1.55M | 0.07% | 269 |
|
|
2023
Q4 | $6.52M | Buy |
135,085
+10,068
| +8% | +$486K | 0.06% | 293 |
|
|
2023
Q3 | $5.91M | Sell |
125,017
-146,553
| -54% | -$6.92M | 0.06% | 291 |
|
|
2023
Q2 | $12.9M | Sell |
271,570
-84,654
| -24% | -$4.04M | 0.15% | 146 |
|
|
2023
Q1 | $17.1M | Sell |
356,224
-74,329
| -17% | -$3.56M | 0.21% | 114 |
|
|
2022
Q4 | $18.4M | Sell |
430,553
-30,339
| -7% | -$1.3M | 0.5% | 38 |
|
|
2022
Q3 | $21.8M | Buy |
460,892
+86,173
| +23% | +$4.08M | 0.36% | 69 |
|
|
2022
Q2 | $18.1M | Buy |
374,719
+61,086
| +19% | +$2.95M | 0.3% | 82 |
|
|
2022
Q1 | $15.4M | Buy |
313,633
+109,087
| +53% | +$5.34M | 0.25% | 95 |
|
|
2021
Q4 | $10.2M | Buy |
204,546
+93,824
| +85% | +$4.69M | 0.15% | 139 |
|
|
2021
Q3 | $5.6M | Buy |
110,722
+29,638
| +37% | +$1.5M | 0.14% | 148 |
|
|
2021
Q2 | $4.13M | Sell |
81,084
-2,733
| -3% | -$139K | 0.11% | 193 |
|
|
2021
Q1 | $4.28M | Buy |
83,817
+13,473
| +19% | +$688K | 0.13% | 173 |
|
|
2020
Q4 | $3.62M | Buy |
70,344
+28,111
| +67% | +$1.45M | 0.12% | 173 |
|
|
2020
Q3 | $2.18M | Sell |
42,233
-3,959
| -9% | -$205K | 0.08% | 231 |
|
|
2020
Q2 | $2.39M | Sell |
46,192
-12,128
| -21% | -$627K | 0.09% | 202 |
|
|
2020
Q1 | $2.97M | Sell |
58,320
-5,046
| -8% | -$257K | 0.14% | 142 |
|
|
2019
Q4 | $3.28M | Sell |
63,366
-17,928
| -22% | -$929K | 0.13% | 172 |
|
|
2019
Q3 | $4.23M | Buy |
81,294
+10,707
| +15% | +$557K | 0.19% | 123 |
|
|
2019
Q2 | $3.65M | Buy |
70,587
+15,232
| +28% | +$787K | 0.22% | 114 |
|
|
2019
Q1 | $2.84M | Buy |
55,355
+10,112
| +22% | +$519K | 0.18% | 135 |
|
|
2018
Q4 | $2.31K | Buy |
+45,243
| New | +$2.31K | 0.15% | 137 |
|
|
2016
Q4 | – | Sell |
-10,600
| Closed | -$556K | – | 274 |
|
|
2016
Q3 | $556K | Buy |
+10,600
| New | +$556K | 0.18% | 110 |
|