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
2026 Q1	–	Sell	-12,028	Closed	-$601K	–	145
2025 Q4	$601K	Buy	12,028 +669	+6%	+$33.4K	0.26%	67
2025 Q3	$566K	Buy	11,359 +1,044	+10%	+$51.7K	0.25%	65
2025 Q2	$508K	Buy	10,315 +363	+4%	+$17.8K	0.25%	72
2025 Q1	$489K	Buy	9,952 +24	+0.2%	+$1.17K	0.27%	70
2024 Q4	$483K	Buy	9,928 +420	+4%	+$20.5K	0.23%	71
2024 Q3	$470K	Buy	9,508 +391	+4%	+$19.1K	0.24%	73
2024 Q2	$438K	Buy	9,117 +1,769	+24%	+$84.9K	0.24%	64
2024 Q1	$355K	Sell	7,348 -151	-2%	-$7.28K	0.19%	71
2023 Q4	$362K	Buy	7,499 +293	+4%	+$13.9K	0.21%	72
2023 Q3	$340K	Buy	7,206 +7,158	+14,913%	+$340K	0.2%	65
2023 Q2	$427K	Sell	48 -16,823	-100%	-$806K	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%	+$97.5K	0.85%	26
2022 Q3	$1.09M	Sell	23,123 -205	-0.9%	-$9.89K	0.95%	21
2022 Q2	$1.13M	Buy	23,328 +8,622	+59%	+$419K	0.92%	21
2022 Q1	$720K	Buy	14,706 +67	+0.5%	+$3.32K	0.38%	45
2021 Q4	$732K	Sell	14,639 -2,124	-13%	-$107K	0.33%	51
2021 Q3	$848K	Sell	16,763 -1,174	-7%	-$59.6K	0.38%	46
2021 Q2	$913K	Sell	17,937 -8,040	-31%	-$411K	0.4%	48
2021 Q1	$1.33M	Buy	25,977 +2,466	+10%	+$127K	0.7%	35
2020 Q4	$1.21M	Buy	+23,511	New	+$1.21M	0.74%	33