Per Stirling Capital Management’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 | $3.8M | Sell |
77,089
-2,478
| -3% | -$122K | 0.5% | 58 |
|
|
2025
Q1 | $3.91M | Buy |
79,567
+3,267
| +4% | +$161K | 0.56% | 50 |
|
|
2024
Q4 | $3.71M | Buy |
76,300
+11,912
| +19% | +$580K | 0.53% | 52 |
|
|
2024
Q3 | $3.18M | Buy |
64,388
+2,480
| +4% | +$123K | 0.44% | 58 |
|
|
2024
Q2 | $2.97M | Buy |
+61,908
| New | +$2.97M | 0.48% | 52 |
|
|
2023
Q2 | – | Sell |
-6,224
| Closed | -$298K | – | 196 |
|
|
2023
Q1 | $298K | Sell |
6,224
-154,514
| -96% | -$7.4M | 0.06% | 157 |
|
|
2022
Q4 | $7.62M | Buy |
+160,738
| New | +$7.62M | 1.39% | 18 |
|