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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24
| Closed | -$1.18K | – | 427 |
|
|
2025
Q1 | $1.18K | Sell |
24
-128
| -84% | -$6.29K | ﹤0.01% | 631 |
|
|
2024
Q4 | $7.4K | Hold |
152
| – | – | ﹤0.01% | 572 |
|
|
2024
Q3 | $7.51K | Sell |
152
-57
| -27% | -$2.82K | ﹤0.01% | 587 |
|
|
2024
Q2 | $10K | Buy |
209
+185
| +771% | +$8.89K | ﹤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% | -$27.9K | ﹤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% | -$734 | 0.01% | 316 |
|
|
2021
Q4 | $31K | Buy |
628
+24
| +4% | +$1.19K | 0.01% | 328 |
|
|
2021
Q3 | $31K | Buy |
+604
| New | +$31K | 0.01% | 330 |
|
|
2021
Q2 | – | Sell |
-4,104
| Closed | -$209K | – | 137 |
|
|
2021
Q1 | $209K | Sell |
4,104
-6,750
| -62% | -$344K | 0.12% | 124 |
|
|
2020
Q4 | $558K | Buy |
+10,854
| New | +$558K | 0.38% | 60 |
|