Park Square Financial Group’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	$1.93M	Sell	39,084 -11,169	-22%	-$550K	1.39%	15
2025 Q1	$2.47M	Sell	50,253 -15,672	-24%	-$770K	1.96%	11
2024 Q4	$3.21M	Buy	+65,925	New	+$3.21M	2.22%	11