Principal Securities’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 | $663K | Sell |
13,455
-5,235
| -28% | -$258K | 0.01% | 746 |
|
|
2025
Q1 | $910K | Hold |
18,690
| – | – | 0.02% | 584 |
|
|
2024
Q4 | $910K | Buy |
18,690
+3,875
| +26% | +$189K | 0.02% | 582 |
|
|
2024
Q3 | $732K | Buy |
14,815
+3,432
| +30% | +$170K | 0.02% | 634 |
|
|
2024
Q2 | $547K | Sell |
11,383
-10
| -0.1% | -$481 | 0.02% | 674 |
|
|
2024
Q1 | $550K | Sell |
11,393
-19,605
| -63% | -$946K | 0.02% | 628 |
|
|
2023
Q4 | $1.5M | Buy |
+30,998
| New | +$1.5M | 0.06% | 310 |
|