Perigon Wealth 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	$1.89M	Buy	38,446 +8,322	+28%	+$410K	0.04%	343
2025 Q1	$1.48M	Buy	30,124 +1,209	+4%	+$59.4K	0.04%	366
2024 Q4	$1.41M	Buy	28,915 +6,040	+26%	+$294K	0.03%	364
2024 Q3	$1.13M	Buy	22,875 +1,910	+9%	+$94.4K	0.03%	399
2024 Q2	$1.01M	Buy	+20,965	New	+$1.01M	0.03%	379