PSI 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	–	Sell	-24	Closed	-$1.18K	–	427
2025 Q1	$1.18K	Sell	24 -128	-84%	-$6.25K	﹤0.01%	631
2024 Q4	$7.4K	Hold	152	–	–	﹤0.01%	572
2024 Q3	$7.51K	Sell	152 -57	-27%	-$2.79K	﹤0.01%	587
2024 Q2	$10K	Buy	209 +185	+771%	+$8.88K	﹤0.01%	513
2024 Q1	$1.16K	Hold	24	–	–	﹤0.01%	695
2023 Q4	$1.16K	Hold	24	–	–	﹤0.01%	755
2023 Q3	$1.13K	Hold	24	–	–	﹤0.01%	724
2023 Q2	$1.14K	Hold	24	–	–	﹤0.01%	709
2023 Q1	$1.15K	Hold	24	–	–	﹤0.01%	653
2022 Q4	$1.14K	Sell	24 -589	-96%	-$27.8K	﹤0.01%	652
2022 Q3	$29K	Hold	613	–	–	0.02%	286
2022 Q2	$30K	Hold	613	–	–	0.01%	302
2022 Q1	$30K	Sell	613 -15	-2%	-$743	0.01%	316
2021 Q4	$31K	Buy	628 +24	+4%	+$1.21K	0.01%	328
2021 Q3	$31K	Buy	+604	New	+$30.7K	0.01%	330
2021 Q2	–	Sell	-4,104	Closed	-$209K	–	137
2021 Q1	$209K	Sell	4,104 -6,750	-62%	-$347K	0.12%	124
2020 Q4	$558K	Buy	+10,854	New	+$560K	0.38%	60