PTP
Platform Technology Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Hold |
7,827
| – | – | 0.1% | 168 |
|
|
2025
Q1 | $385K | Buy |
7,827
+407
| +5% | +$20K | 0.11% | 157 |
|
|
2024
Q4 | $361K | Hold |
7,420
| – | – | 0.11% | 151 |
|
|
2024
Q3 | $367K | Hold |
7,420
| – | – | 0.12% | 156 |
|
|
2024
Q2 | $357K | Buy |
+7,420
| New | +$357K | 0.12% | 147 |
|
|
2023
Q4 | $358K | Hold |
7,420
| – | – | 0.14% | 142 |
|
|
2023
Q3 | $351K | Sell |
7,420
-650
| -8% | -$30.7K | 0.16% | 132 |
|
|
2023
Q2 | $384K | Sell |
8,070
-647
| -7% | -$30.8K | 0.18% | 123 |
|
|
2023
Q1 | $417K | Sell |
8,717
-994
| -10% | -$47.6K | 0.21% | 112 |
|
|
2022
Q4 | $460K | Sell |
9,711
-285
| -3% | -$13.5K | 0.24% | 104 |
|
|
2022
Q3 | $473K | Sell |
9,996
-97
| -1% | -$4.59K | 0.27% | 98 |
|
|
2022
Q2 | $488K | Sell |
10,093
-197
| -2% | -$9.53K | 0.27% | 99 |
|
|
2022
Q1 | $504K | Sell |
10,290
-1,287
| -11% | -$63K | 0.24% | 108 |
|
|
2021
Q4 | $579K | Buy |
11,577
+3
| +0% | +$150 | 0.25% | 100 |
|
|
2021
Q3 | $585K | Sell |
11,574
-7,675
| -40% | -$388K | 0.27% | 103 |
|
|
2021
Q2 | $980K | Buy |
+19,249
| New | +$980K | 0.4% | 71 |
|
|
2020
Q4 | $926K | Buy |
17,986
+2,873
| +19% | +$148K | 0.45% | 60 |
|
|
2020
Q3 | $781K | Buy |
15,113
+9,313
| +161% | +$481K | 0.48% | 53 |
|
|
2020
Q2 | $300K | Buy |
+5,800
| New | +$300K | 0.21% | 131 |
|