Northwestern Mutual Wealth Management’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 | $41.1M | Buy |
833,495
+37,356
| +5% | +$1.84M | 0.03% | 273 |
|
|
2025
Q1 | $39.1M | Buy |
796,139
+93,675
| +13% | +$4.61M | 0.03% | 254 |
|
|
2024
Q4 | $34.2M | Buy |
702,464
+79,298
| +13% | +$3.86M | 0.03% | 260 |
|
|
2024
Q3 | $30.8M | Sell |
623,166
-75,115
| -11% | -$3.71M | 0.03% | 267 |
|
|
2024
Q2 | $33.6M | Buy |
698,281
+78,879
| +13% | +$3.79M | 0.03% | 253 |
|
|
2024
Q1 | $29.9M | Buy |
619,402
+208,587
| +51% | +$10.1M | 0.03% | 261 |
|
|
2023
Q4 | $19.9M | Buy |
410,815
+76,178
| +23% | +$3.68M | 0.02% | 285 |
|
|
2023
Q3 | $15.8M | Buy |
334,637
+25,320
| +8% | +$1.2M | 0.02% | 302 |
|
|
2023
Q2 | $14.7M | Buy |
309,317
+103,537
| +50% | +$4.94M | 0.02% | 309 |
|
|
2023
Q1 | $9.85M | Buy |
205,780
+170,626
| +485% | +$8.17M | 0.01% | 353 |
|
|
2022
Q4 | $1.67M | Buy |
35,154
+5,114
| +17% | +$242K | ﹤0.01% | 716 |
|
|
2022
Q3 | $1.42M | Buy |
30,040
+13,952
| +87% | +$660K | ﹤0.01% | 723 |
|
|
2022
Q2 | $777K | Sell |
16,088
-5,688
| -26% | -$275K | ﹤0.01% | 894 |
|
|
2022
Q1 | $1.07M | Buy |
21,776
+12,374
| +132% | +$606K | ﹤0.01% | 826 |
|
|
2021
Q4 | $470K | Sell |
9,402
-57
| -0.6% | -$2.85K | ﹤0.01% | 1105 |
|
|
2021
Q3 | $478K | Buy |
9,459
+5,730
| +154% | +$290K | ﹤0.01% | 1010 |
|
|
2021
Q2 | $190K | Buy |
3,729
+3,092
| +485% | +$158K | ﹤0.01% | 1331 |
|
|
2021
Q1 | $33K | Sell |
637
-2,843
| -82% | -$147K | ﹤0.01% | 1872 |
|
|
2020
Q4 | $180K | Buy |
3,480
+1,681
| +93% | +$86.9K | ﹤0.01% | 1179 |
|
|
2020
Q3 | $93K | Buy |
1,799
+1,730
| +2,507% | +$89.4K | ﹤0.01% | 1295 |
|
|
2020
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 2110 |
|
|
2020
Q1 | $4K | Sell |
69
-6
| -8% | -$348 | ﹤0.01% | 2118 |
|
|
2019
Q4 | $4K | Sell |
75
-697
| -90% | -$37.2K | ﹤0.01% | 2121 |
|
|
2019
Q3 | $40K | Buy |
772
+747
| +2,988% | +$38.7K | ﹤0.01% | 1494 |
|
|
2019
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2414 |
|