Pinnacle Family 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 | $508K | Buy |
10,315
+363
| +4% | +$17.9K | 0.25% | 72 |
|
|
2025
Q1 | $489K | Buy |
9,952
+24
| +0.2% | +$1.18K | 0.27% | 70 |
|
|
2024
Q4 | $483K | Buy |
9,928
+420
| +4% | +$20.4K | 0.23% | 71 |
|
|
2024
Q3 | $470K | Buy |
9,508
+391
| +4% | +$19.3K | 0.24% | 73 |
|
|
2024
Q2 | $438K | Buy |
9,117
+1,769
| +24% | +$85K | 0.24% | 64 |
|
|
2024
Q1 | $355K | Sell |
7,348
-151
| -2% | -$7.29K | 0.19% | 71 |
|
|
2023
Q4 | $362K | Buy |
7,499
+293
| +4% | +$14.2K | 0.21% | 72 |
|
|
2023
Q3 | $340K | Buy |
7,206
+7,158
| +14,913% | +$338K | 0.2% | 65 |
|
|
2023
Q2 | $427K | Sell |
48
-16,823
| -100% | -$150M | 0.23% | 70 |
|
|
2023
Q1 | $808K | Sell |
16,871
-8,315
| -33% | -$398K | 0.49% | 46 |
|
|
2022
Q4 | $1.19M | Buy |
25,186
+2,063
| +9% | +$97.8K | 0.85% | 26 |
|
|
2022
Q3 | $1.1M | Sell |
23,123
-205
| -0.9% | -$9.71K | 0.95% | 21 |
|
|
2022
Q2 | $1.13M | Buy |
23,328
+8,622
| +59% | +$417K | 0.92% | 21 |
|
|
2022
Q1 | $720K | Buy |
14,706
+67
| +0.5% | +$3.28K | 0.38% | 45 |
|
|
2021
Q4 | $732K | Sell |
14,639
-2,124
| -13% | -$106K | 0.33% | 51 |
|
|
2021
Q3 | $848K | Sell |
16,763
-1,174
| -7% | -$59.4K | 0.38% | 46 |
|
|
2021
Q2 | $913K | Sell |
17,937
-8,040
| -31% | -$409K | 0.4% | 48 |
|
|
2021
Q1 | $1.33M | Buy |
25,977
+2,466
| +10% | +$126K | 0.7% | 35 |
|
|
2020
Q4 | $1.21M | Buy |
+23,511
| New | +$1.21M | 0.74% | 33 |
|