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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
299,341
+252
| +0.1% | +$12.4K | 0.73% | 39 |
|
|
2025
Q1 | $14.7M | Buy |
299,089
+21,965
| +8% | +$1.08M | 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% | -$809K | 0.74% | 38 |
|
|
2024
Q2 | $14.2M | Sell |
295,876
-20,230
| -6% | -$972K | 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% | -$561K | 1.08% | 32 |
|
|
2023
Q3 | $16M | Sell |
338,073
-742
| -0.2% | -$35.1K | 1.19% | 30 |
|
|
2023
Q2 | $16.2M | Buy |
338,815
+562
| +0.2% | +$26.8K | 1.16% | 31 |
|
|
2023
Q1 | $16.2M | Sell |
338,253
-4,751
| -1% | -$228K | 1.21% | 31 |
|
|
2022
Q4 | $16.3M | Buy |
343,004
+31,966
| +10% | +$1.52M | 1.23% | 29 |
|
|
2022
Q3 | $14.7M | Sell |
311,038
-23,381
| -7% | -$1.11M | 1.19% | 29 |
|
|
2022
Q2 | $16.2M | Buy |
334,419
+3,103
| +0.9% | +$150K | 1.19% | 29 |
|
|
2022
Q1 | $16.2M | Buy |
331,316
+55,106
| +20% | +$2.7M | 0.97% | 34 |
|
|
2021
Q4 | $13.8M | Buy |
+276,210
| New | +$13.8M | 0.74% | 35 |
|