RMAM
Raab & Moskowitz Asset Management’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 | $535K | Sell |
10,861
-197
| -2% | -$9.7K | 0.13% | 123 |
|
|
2025
Q1 | $544K | Buy |
11,058
+575
| +5% | +$28.3K | 0.14% | 120 |
|
|
2024
Q4 | $510K | Sell |
10,483
-210
| -2% | -$10.2K | 0.13% | 123 |
|
|
2024
Q3 | $528K | Buy |
10,693
+1
| +0% | +$49 | 0.13% | 119 |
|
|
2024
Q2 | $514K | Buy |
10,692
+1,404
| +15% | +$67.5K | 0.14% | 117 |
|
|
2024
Q1 | $448K | Buy |
9,288
+4,240
| +84% | +$205K | 0.13% | 122 |
|
|
2023
Q4 | $244K | Sell |
5,048
-1
| -0% | -$48 | 0.08% | 153 |
|
|
2023
Q3 | $238K | Sell |
5,049
-30
| -0.6% | -$1.42K | 0.08% | 152 |
|
|
2023
Q2 | $242K | Sell |
5,079
-210
| -4% | -$10K | 0.08% | 156 |
|
|
2023
Q1 | $253K | Sell |
5,289
-110
| -2% | -$5.27K | 0.09% | 146 |
|
|
2022
Q4 | $256K | Buy |
5,399
+501
| +10% | +$23.8K | 0.1% | 141 |
|
|
2022
Q3 | $231K | Hold |
4,898
| – | – | 0.1% | 143 |
|
|
2022
Q2 | $236K | Sell |
4,898
-660
| -12% | -$31.8K | 0.09% | 146 |
|
|
2022
Q1 | $272K | Buy |
5,558
+152
| +3% | +$7.44K | 0.09% | 145 |
|
|
2021
Q4 | $270K | Buy |
5,406
+693
| +15% | +$34.6K | 0.09% | 144 |
|
|
2021
Q3 | $238K | Buy |
+4,713
| New | +$238K | 0.09% | 149 |
|
|
2020
Q1 | – | Sell |
-109
| Closed | -$5K | – | 362 |
|
|
2019
Q4 | $5K | Buy |
+109
| New | +$5K | ﹤0.01% | 454 |
|