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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Buy |
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|
2025
Q1 | $489K | Buy |
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|
2024
Q4 | $483K | Buy |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $438K | Buy |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $427K | Sell |
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|
2023
Q1 | $808K | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $1.09M | Sell |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $720K | Buy |
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|
2021
Q4 | $732K | Sell |
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|
2021
Q3 | $848K | Sell |
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|
2021
Q2 | $913K | Sell |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $1.21M | Buy |
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