Patten 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
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|
2025
Q1 | $1.94M | Buy |
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|
2024
Q4 | $1.77M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.21M | Buy |
|
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $912K | Buy |
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|
2023
Q3 | $873K | Sell |
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|
2023
Q2 | $913K | Sell |
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|
2023
Q1 | $929K | Buy |
|
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|
2022
Q4 | $919K | Sell |
|
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $1.98M | Buy |
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|
2021
Q2 | $1.92M | Buy |
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|
2021
Q1 | $1.9M | Buy |
|
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|
2020
Q4 | $1.8M | Buy |
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|
2020
Q3 | $1.39M | Sell |
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|
2020
Q2 | $1.41M | Buy |
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|
2020
Q1 | $1.35M | Sell |
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|
2019
Q4 | $1.39M | Buy |
|
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|
2019
Q3 | $1.15M | Buy |
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|
2019
Q2 | $916K | Buy |
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|
2019
Q1 | $805K | Buy |
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|
2018
Q4 | $652K | Buy |
|
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|
2018
Q3 | $220K | Buy |
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|
2018
Q2 | $211K | Buy |
|
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|
2018
Q1 | $98K | Hold |
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|
2017
Q4 | $98K | Buy |
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|
2017
Q3 | $94K | Buy |
|