Obermeyer Wealth Partners’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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.2M	Sell	304,752 -20,322	-6%	-$1.02M	0.7%	34
2025 Q4	$16.3M	Buy	325,074 +18,980	+6%	+$949K	0.74%	37
2025 Q3	$15.2M	Buy	306,094 +6,753	+2%	+$334K	0.71%	37
2025 Q2	$14.7M	Buy	299,341 +252	+0.1%	+$12.3K	0.73%	39
2025 Q1	$14.7M	Buy	299,089 +21,965	+8%	+$1.07M	0.78%	39
2024 Q4	$13.5M	Sell	277,124 -2,384	-0.9%	-$116K	0.7%	39
2024 Q3	$13.8M	Sell	279,508 -16,368	-6%	-$801K	0.74%	38
2024 Q2	$14.2M	Sell	295,876 -20,230	-6%	-$971K	0.81%	38
2024 Q1	$15.3M	Sell	316,106 -10,365	-3%	-$500K	0.9%	36
2023 Q4	$15.8M	Sell	326,471 -11,602	-3%	-$550K	1.08%	32
2023 Q3	$16M	Sell	338,073 -742	-0.2%	-$35.3K	1.19%	30
2023 Q2	$16.2M	Buy	338,815 +562	+0.2%	+$26.9K	1.16%	31
2023 Q1	$16.2M	Sell	338,253 -4,751	-1%	-$227K	1.21%	31
2022 Q4	$16.3M	Buy	343,004 +31,966	+10%	+$1.51M	1.23%	29
2022 Q3	$14.7M	Sell	311,038 -23,381	-7%	-$1.13M	1.19%	29
2022 Q2	$16.2M	Buy	334,419 +3,103	+0.9%	+$151K	1.19%	29
2022 Q1	$16.2M	Buy	331,316 +55,106	+20%	+$2.73M	0.97%	34
2021 Q4	$13.8M	Buy	+276,210	New	+$13.9M	0.74%	35