OneDigital Investment Advisors’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 | $951K | Sell |
19,299
-3,270
| -14% | -$161K | 0.01% | 654 |
|
|
2025
Q1 | $1.11M | Sell |
22,569
-2,578
| -10% | -$127K | 0.01% | 571 |
|
|
2024
Q4 | $1.22M | Buy |
25,147
+2,162
| +9% | +$105K | 0.01% | 566 |
|
|
2024
Q3 | $1.14M | Buy |
22,985
+6,612
| +40% | +$327K | 0.01% | 610 |
|
|
2024
Q2 | $787K | Buy |
16,373
+9,198
| +128% | +$442K | 0.01% | 709 |
|
|
2024
Q1 | $346K | Sell |
7,175
-2,538
| -26% | -$122K | 0.01% | 863 |
|
|
2023
Q4 | $469K | Buy |
9,713
+2,174
| +29% | +$105K | 0.01% | 740 |
|
|
2023
Q3 | $356K | Sell |
7,539
-73
| -1% | -$3.45K | 0.01% | 747 |
|
|
2023
Q2 | $363K | Buy |
7,612
+6
| +0.1% | +$286 | 0.01% | 751 |
|
|
2023
Q1 | $364K | Buy |
7,606
+21
| +0.3% | +$1.01K | 0.01% | 708 |
|
|
2022
Q4 | $360K | Sell |
7,585
-585
| -7% | -$27.7K | 0.01% | 602 |
|
|
2022
Q3 | $387K | Sell |
8,170
-494
| -6% | -$23.4K | 0.01% | 526 |
|
|
2022
Q2 | $418K | Buy |
8,664
+104
| +1% | +$5.02K | 0.02% | 473 |
|
|
2022
Q1 | $419K | Sell |
8,560
-1,960
| -19% | -$95.9K | 0.02% | 490 |
|
|
2021
Q4 | $526K | Buy |
10,520
+3,075
| +41% | +$154K | 0.02% | 423 |
|
|
2021
Q3 | $377K | Buy |
7,445
+2,023
| +37% | +$102K | 0.01% | 498 |
|
|
2021
Q2 | $276K | Sell |
5,422
-29,446
| -84% | -$1.5M | 0.01% | 571 |
|
|
2021
Q1 | $1.78M | Sell |
34,868
-1,713
| -5% | -$87.4K | 0.08% | 163 |
|
|
2020
Q4 | $1.88M | Buy |
36,581
+8,446
| +30% | +$435K | 0.1% | 147 |
|
|
2020
Q3 | $1.45M | Buy |
28,135
+5,941
| +27% | +$307K | 0.1% | 161 |
|
|
2020
Q2 | $1.15M | Buy |
+22,194
| New | +$1.15M | 0.08% | 190 |
|
|
2019
Q3 | – | Sell |
-4,791
| Closed | -$248K | – | 863 |
|
|
2019
Q2 | $248K | Sell |
4,791
-996
| -17% | -$51.6K | 0.02% | 369 |
|
|
2019
Q1 | $297K | Sell |
5,787
-24,374
| -81% | -$1.25M | 0.04% | 229 |
|
|
2018
Q4 | $1.54M | Buy |
+30,161
| New | +$1.54M | 0.26% | 82 |
|