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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Sell |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.85M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $263K | Sell |
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|
2020
Q3 | $310K | Buy |
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