Patten Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Patten Group’s Portfolio LMBS Stock Details LMBS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.02M	Buy	41,085 +1,711	+4%	+$84.3K	0.43%	70
2025 Q1	$1.94M	Buy	39,374 +3,050	+8%	+$150K	0.44%	66
2024 Q4	$1.77M	Buy	36,324 +7,641	+27%	+$372K	0.39%	72
2024 Q3	$1.42M	Buy	28,683 +3,421	+14%	+$169K	0.31%	97
2024 Q2	$1.21M	Buy	25,262 +1,027	+4%	+$49.3K	0.29%	99
2024 Q1	$1.17M	Buy	24,235 +5,353	+28%	+$258K	0.29%	103
2023 Q4	$912K	Buy	18,882 +404	+2%	+$19.5K	0.25%	116
2023 Q3	$873K	Sell	18,478 -667	-3%	-$31.5K	0.26%	111
2023 Q2	$913K	Sell	19,145 -263	-1%	-$12.5K	0.14%	110
2023 Q1	$929K	Buy	19,408 +30	+0.2%	+$1.44K	0.28%	105
2022 Q4	$919K	Sell	19,378 -2,778	-13%	-$132K	0.29%	104
2022 Q3	$1.05M	Sell	22,156 -157	-0.7%	-$7.42K	0.36%	86
2022 Q2	$1.07M	Sell	22,313 -1,444	-6%	-$69.5K	0.34%	86
2022 Q1	$1.16M	Sell	23,757 -4,241	-15%	-$208K	0.33%	91
2021 Q4	$1.4M	Sell	27,998 -11,109	-28%	-$555K	0.37%	81
2021 Q3	$1.98M	Buy	39,107 +1,413	+4%	+$71.5K	0.58%	47
2021 Q2	$1.92M	Buy	37,694 +429	+1%	+$21.8K	0.56%	49
2021 Q1	$1.9M	Buy	37,265 +2,300	+7%	+$117K	0.61%	47
2020 Q4	$1.8M	Buy	34,965 +8,116	+30%	+$418K	0.49%	47
2020 Q3	$1.39M	Sell	26,849 -399	-1%	-$20.6K	0.54%	53
2020 Q2	$1.41M	Buy	27,248 +825	+3%	+$42.6K	0.61%	43
2020 Q1	$1.35M	Sell	26,423 -431	-2%	-$22K	0.7%	43
2019 Q4	$1.39M	Buy	26,854 +4,798	+22%	+$249K	0.52%	57
2019 Q3	$1.15M	Buy	22,056 +4,341	+25%	+$226K	0.47%	66
2019 Q2	$916K	Buy	17,715 +2,011	+13%	+$104K	0.37%	83
2019 Q1	$805K	Buy	15,704 +2,940	+23%	+$151K	0.35%	89
2018 Q4	$652K	Buy	12,764 +8,442	+195%	+$431K	0.31%	86
2018 Q3	$220K	Buy	4,322 +200	+5%	+$10.2K	0.08%	191
2018 Q2	$211K	Buy	4,122 +2,220	+117%	+$114K	0.08%	187
2018 Q1	$98K	Hold	1,902	–	–	0.04%	248
2017 Q4	$98K	Buy	1,902 +90	+5%	+$4.64K	0.04%	258
2017 Q3	$94K	Buy	+1,812	New	+$94K	0.04%	262