Petix & Botte Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.6M | Sell |
106,754
-119,288
| -53% | -$5.98M | 2.37% | 14 |
|
|
2025
Q4 | $11.3M | Sell |
226,042
-34,729
| -13% | -$1.74M | 2.56% | 12 |
|
|
2025
Q3 | $13M | Sell |
260,771
-16,442
| -6% | -$814K | 3% | 9 |
|
|
2025
Q2 | $13.7M | Sell |
277,213
-18,006
| -6% | -$881K | 3.35% | 7 |
|
|
2025
Q1 | $14.5M | Sell |
295,219
-51,217
| -15% | -$2.5M | 3.82% | 5 |
|
|
2024
Q4 | $16.9M | Sell |
346,436
-111,930
| -24% | -$5.47M | 4.43% | 5 |
|
|
2024
Q3 | $22.6M | Buy |
458,366
+6,792
| +2% | +$332K | 6.03% | 4 |
|
|
2024
Q2 | $21.7M | Buy |
451,574
+224,111
| +99% | +$10.8M | 6.15% | 4 |
|
|
2024
Q1 | $11M | Sell |
227,463
-234,647
| -51% | -$11.3M | 2.73% | 11 |
|
|
2023
Q4 | $22.3M | Buy |
462,110
+1,639
| +0.4% | +$77.7K | 6.57% | 4 |
|
|
2023
Q3 | $21.8M | Sell |
460,471
-1,243
| -0.3% | -$59.1K | 6.86% | 3 |
|
|
2023
Q2 | $22M | Buy |
461,714
+236,823
| +105% | +$11.4M | 6.83% | 3 |
|
|
2023
Q1 | $10.8M | Buy |
+224,891
| New | +$10.8M | 7.26% | 3 |
|
|
2022
Q3 | $9.82M | Buy |
207,327
+170
| +0.1% | +$8.2K | 7.47% | 1 |
|
|
2022
Q2 | $10M | Sell |
207,157
-206,999
| -50% | -$10.1M | 7.37% | 1 |
|
|
2022
Q1 | $20.3M | Buy |
414,156
+221,577
| +115% | +$11M | 6.25% | 4 |
|
|
2021
Q4 | $9.63M | Sell |
192,579
-141,238
| -42% | -$7.1M | 6.12% | 4 |
|
|
2021
Q3 | $16.9M | Buy |
333,817
+197,093
| +144% | +$10M | 5.72% | 4 |
|
|
2021
Q2 | $6.96M | Buy |
136,724
+12,389
| +10% | +$633K | 4.85% | 6 |
|
|
2021
Q1 | $6.35M | Buy |
124,335
+11,204
| +10% | +$576K | 4.69% | 7 |
|
|
2020
Q4 | $5.82M | Buy |
113,131
+18,720
| +20% | +$965K | 4.36% | 6 |
|
|
2020
Q3 | $4.89M | Sell |
94,411
-53,544
| -36% | -$2.77M | 3.9% | 7 |
|
|
2020
Q2 | $3.83M | Buy |
147,955
+81,974
| +124% | +$4.23M | 3.15% | 11 |
|
|
2020
Q1 | $3.37M | Buy |
65,981
+24,113
| +58% | +$1.25M | 3.28% | 10 |
|
|
2019
Q4 | $2.17M | Buy |
+41,868
| New | +$2.17M | 1.71% | 18 |
|
Other funds holding LMBS
