Optimum 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 | $93.6K | Hold |
1,900
| – | – | 0.04% | 263 |
|
|
2025
Q1 | $93.4K | Hold |
1,900
| – | – | 0.04% | 252 |
|
|
2024
Q4 | $92.5K | Hold |
1,900
| – | – | 0.04% | 261 |
|
|
2024
Q3 | $93.9K | Hold |
1,900
| – | – | 0.04% | 281 |
|
|
2024
Q2 | $91.3K | Hold |
1,900
| – | – | 0.04% | 279 |
|
|
2024
Q1 | $91.7K | Hold |
1,900
| – | – | 0.04% | 277 |
|
|
2023
Q4 | $91.8K | Sell |
1,900
-400
| -17% | -$19.3K | 0.05% | 274 |
|
|
2023
Q3 | $109K | Hold |
2,300
| – | – | 0.06% | 253 |
|
|
2023
Q2 | $110K | Hold |
2,300
| – | – | 0.05% | 258 |
|
|
2023
Q1 | $110K | Sell |
2,300
-4,300
| -65% | -$206K | 0.06% | 252 |
|
|
2022
Q4 | $313K | Hold |
6,600
| – | – | 0.17% | 139 |
|
|
2022
Q3 | $313K | Hold |
6,600
| – | – | 0.17% | 134 |
|
|
2022
Q2 | $319K | Buy |
6,600
+1,648
| +33% | +$79.7K | 0.16% | 134 |
|
|
2022
Q1 | $242K | Buy |
4,952
+52
| +1% | +$2.54K | 0.1% | 180 |
|
|
2021
Q4 | $245K | Hold |
4,900
| – | – | 0.1% | 194 |
|
|
2021
Q3 | $248K | Sell |
4,900
-6,300
| -56% | -$319K | 0.1% | 186 |
|
|
2021
Q2 | $570K | Sell |
11,200
-6,500
| -37% | -$331K | 0.18% | 125 |
|
|
2021
Q1 | $904K | Sell |
17,700
-450
| -2% | -$23K | 0.26% | 87 |
|
|
2020
Q4 | $934K | Buy |
18,150
+3,100
| +21% | +$160K | 0.28% | 82 |
|
|
2020
Q3 | $778K | Buy |
15,050
+3,600
| +31% | +$186K | 0.26% | 85 |
|
|
2020
Q2 | $592K | Buy |
11,450
+1,900
| +20% | +$98.2K | 0.21% | 113 |
|
|
2020
Q1 | $487K | Hold |
9,550
| – | – | 0.2% | 126 |
|
|
2019
Q4 | $495K | Buy |
9,550
+2,800
| +41% | +$145K | 0.15% | 163 |
|
|
2019
Q3 | $351K | Buy |
+6,750
| New | +$351K | 0.11% | 188 |
|