Northeast Planning Associates NH’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
$2.6M Buy
52,797
+3,491
+7% +$172K 2.4% 11
2025
Q1
$2.42M Buy
+49,306
New +$2.42M 2.01% 12