&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 | $19.8M | Sell |
397,684
-5,727
| -1% | -$287K | 0.1% | 194 |
|
|
2025
Q4 | $20.2M | Buy |
403,411
+19,004
| +5% | +$950K | 0.11% | 176 |
|
|
2025
Q3 | $19.1M | Buy |
384,407
+23,264
| +6% | +$1.15M | 0.12% | 157 |
|
|
2025
Q2 | $17.8M | Buy |
361,143
+173,505
| +92% | +$8.49M | 0.14% | 152 |
|
|
2025
Q1 | $9.38M | Buy |
187,638
+85,796
| +84% | +$4.19M | 0.1% | 197 |
|
|
2024
Q4 | $4.95M | Buy |
101,842
+79,923
| +365% | +$3.9M | 0.06% | 280 |
|
|
2024
Q3 | $1.08M | Buy |
21,919
+13,750
| +168% | +$673K | 0.02% | 544 |
|
|
2024
Q2 | $393K | Sell |
8,169
-97
| -1% | -$4.66K | 0.02% | 625 |
|
|
2024
Q1 | $399K | Buy |
+8,266
| New | +$399K | 0.05% | 313 |
|
|
2023
Q4 | – | Sell |
-7,841
| Closed | -$370K | – | 305 |
|
|
2023
Q3 | $370K | Sell |
7,841
-2,477
| -24% | -$118K | 0.17% | 108 |
|
|
2023
Q2 | $406K | Hold |
10,318
| – | – | 0.18% | 100 |
|
|
2023
Q1 | $494K | Hold |
10,318
| – | – | 0.24% | 86 |
|
|
2022
Q4 | $489K | Sell |
10,318
-1,029
| -9% | -$48.6K | 0.24% | 85 |
|
|
2022
Q3 | $537K | Sell |
11,347
-1,381
| -11% | -$66.6K | 0.31% | 74 |
|
|
2022
Q2 | $615K | Sell |
12,728
-1,228
| -9% | -$59.7K | 0.36% | 69 |
|
|
2022
Q1 | $683K | Sell |
13,956
-8,841
| -39% | -$438K | 0.38% | 62 |
|
|
2021
Q4 | $1.14M | Sell |
22,797
-696
| -3% | -$35K | 0.69% | 30 |
|
|
2021
Q3 | $1.19M | Sell |
23,493
-265
| -1% | -$13.4K | 0.76% | 32 |
|
|
2021
Q2 | $1.21M | Hold |
23,758
| – | – | 0.78% | 31 |
|
|
2021
Q1 | $1.21M | Hold |
23,758
| – | – | 0.88% | 28 |
|
|
2020
Q4 | $1.22M | Buy |
23,758
+265
| +1% | +$13.7K | 1.03% | 24 |
|
|
2020
Q3 | $1.21M | Buy |
23,493
+14,936
| +175% | +$773K | 1.23% | 19 |
|
|
2020
Q2 | $442K | Buy |
+8,557
| New | +$442K | 0.53% | 53 |
|
Other funds holding LMBS
