NewEdge Wealth’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 | $2.3M | Sell |
46,536
-1,164
| -2% | -$57.6K | 0.04% | 350 |
|
|
2025
Q1 | $2.34M | Sell |
47,700
-521
| -1% | -$25.6K | 0.04% | 322 |
|
|
2024
Q4 | $2.35M | Sell |
48,221
-4,380
| -8% | -$213K | 0.04% | 316 |
|
|
2024
Q3 | $2.6M | Sell |
52,601
-970
| -2% | -$47.9K | 0.05% | 307 |
|
|
2024
Q2 | $2.57M | Sell |
53,571
-907
| -2% | -$43.6K | 0.06% | 281 |
|
|
2024
Q1 | $2.6M | Sell |
54,478
-1,137
| -2% | -$54.3K | 0.06% | 280 |
|
|
2023
Q4 | $2.69M | Sell |
55,615
-15,117
| -21% | -$730K | 0.07% | 247 |
|
|
2023
Q3 | $3.34M | Buy |
70,732
+24,286
| +52% | +$1.15M | 0.11% | 171 |
|
|
2023
Q2 | $2.21M | Buy |
46,446
+39,043
| +527% | +$1.86M | 0.07% | 234 |
|
|
2023
Q1 | $354K | Buy |
+7,403
| New | +$354K | 0.01% | 474 |
|