Perennial Investment Advisors’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 | $1.32M | Sell |
26,838
-4,132
| -13% | -$204K | 0.13% | 148 |
|
|
2025
Q1 | $1.52M | Buy |
30,970
+2,080
| +7% | +$102K | 0.17% | 108 |
|
|
2024
Q4 | $1.41M | Buy |
28,890
+5,592
| +24% | +$272K | 0.17% | 109 |
|
|
2024
Q3 | $1.15M | Sell |
23,298
-1,703
| -7% | -$84.1K | 0.15% | 115 |
|
|
2024
Q2 | $1.2M | Sell |
25,001
-473
| -2% | -$22.7K | 0.17% | 105 |
|
|
2024
Q1 | $1.23M | Sell |
25,474
-1,165
| -4% | -$56.2K | 0.19% | 92 |
|
|
2023
Q4 | $1.29M | Sell |
26,639
-527
| -2% | -$25.5K | 0.21% | 87 |
|
|
2023
Q3 | $1.28M | Sell |
27,166
-4,564
| -14% | -$216K | 0.23% | 89 |
|
|
2023
Q2 | $1.51M | Sell |
31,730
-6,891
| -18% | -$329K | 0.27% | 77 |
|
|
2023
Q1 | $1.85M | Buy |
+38,621
| New | +$1.85M | 0.34% | 66 |
|
|
2021
Q1 | – | Sell |
-5,116
| Closed | -$263K | – | 209 |
|
|
2020
Q4 | $263K | Sell |
5,116
-884
| -15% | -$45.4K | 0.11% | 133 |
|
|
2020
Q3 | $310K | Buy |
+6,000
| New | +$310K | 0.16% | 109 |
|