Plante Moran Financial 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
Q1 | – | Sell |
-52
| Closed | -$2.53K | – | 906 |
|
|
2024
Q4 | $2.53K | Sell |
52
-1,913
| -97% | -$93.4K | ﹤0.01% | 765 |
|
|
2024
Q3 | $97.1K | Buy |
1,965
+52
| +3% | +$2.54K | 0.01% | 288 |
|
|
2024
Q2 | $91.9K | Hold |
1,913
| – | – | 0.01% | 257 |
|
|
2024
Q1 | $92.3K | Hold |
1,913
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $92.4K | Hold |
1,913
| – | – | 0.01% | 254 |
|
|
2023
Q3 | $90.4K | Sell |
1,913
-2,000
| -51% | -$95.1K | 0.01% | 236 |
|
|
2023
Q2 | $187K | Buy |
3,913
+2,000
| +105% | +$95.9K | 0.02% | 163 |
|
|
2023
Q1 | $91.6K | Hold |
1,913
| – | – | 0.01% | 237 |
|
|
2022
Q4 | $90.7K | Hold |
1,913
| – | – | 0.01% | 242 |
|
|
2022
Q3 | $91K | Hold |
1,913
| – | – | 0.02% | 226 |
|
|
2022
Q2 | $92K | Hold |
1,913
| – | – | 0.02% | 226 |
|
|
2022
Q1 | $94K | Hold |
1,913
| – | – | 0.02% | 236 |
|
|
2021
Q4 | $96K | Hold |
1,913
| – | – | 0.02% | 261 |
|
|
2021
Q3 | $97K | Hold |
1,913
| – | – | 0.02% | 277 |
|
|
2021
Q2 | $97K | Hold |
1,913
| – | – | 0.02% | 253 |
|
|
2021
Q1 | $98K | Hold |
1,913
| – | – | 0.03% | 247 |
|
|
2020
Q4 | $98K | Hold |
1,913
| – | – | 0.03% | 253 |
|
|
2020
Q3 | $99K | Hold |
1,913
| – | – | 0.03% | 238 |
|
|
2020
Q2 | $99K | Hold |
1,913
| – | – | 0.04% | 211 |
|
|
2020
Q1 | $98K | Sell |
1,913
-1,073
| -36% | -$55.7K | 0.04% | 193 |
|
|
2019
Q4 | $155K | Buy |
2,986
+89
| +3% | +$4.62K | 0.05% | 185 |
|
|
2019
Q3 | $151K | Hold |
2,897
| – | – | 0.04% | 193 |
|
|
2019
Q2 | $150K | Hold |
2,897
| – | – | 0.05% | 185 |
|
|
2019
Q1 | $149K | Hold |
2,897
| – | – | 0.05% | 187 |
|
|
2018
Q4 | $148K | Buy |
2,897
+1,250
| +76% | +$63.7K | 0.05% | 165 |
|
|
2018
Q3 | $84K | Hold |
1,647
| – | – | 0.03% | 231 |
|
|
2018
Q2 | $84K | Hold |
1,647
| – | – | 0.04% | 247 |
|
|
2018
Q1 | $85K | Hold |
1,647
| – | – | 0.05% | 261 |
|
|
2017
Q4 | $85K | Hold |
1,647
| – | – | 0.05% | 250 |
|
|
2017
Q3 | $86K | Hold |
1,647
| – | – | 0.05% | 226 |
|
|
2017
Q2 | $86K | Hold |
1,647
| – | – | 0.05% | 225 |
|
|
2017
Q1 | $86K | Buy |
+1,647
| New | +$86K | 0.05% | 231 |
|
Other funds holding LMBS
