Realta Investment 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 |
-5,582
| Closed | -$274K | – | 321 |
|
|
2025
Q1 | $274K | Buy |
5,582
+5,574
| +69,675% | +$274K | 0.13% | 145 |
|
|
2024
Q4 | $389 | Buy |
+8
| New | +$389 | ﹤0.01% | 331 |
|
|
2024
Q3 | – | Sell |
-341
| Closed | -$16.4K | – | 596 |
|
|
2024
Q2 | $16.4K | Sell |
341
-795
| -70% | -$38.2K | ﹤0.01% | 639 |
|
|
2024
Q1 | $54.8K | Buy |
+1,136
| New | +$54.8K | 0.01% | 548 |
|
|
2023
Q4 | – | Sell |
-2,828
| Closed | -$135K | – | 652 |
|
|
2023
Q3 | $135K | Hold |
2,828
| – | – | 0.03% | 430 |
|
|
2023
Q2 | $135K | Buy |
+2,828
| New | +$135K | 0.03% | 449 |
|
|
2023
Q1 | – | Sell |
-2,828
| Closed | -$134K | – | 663 |
|
|
2022
Q4 | $134K | Hold |
2,828
| – | – | 0.03% | 446 |
|
|
2022
Q3 | $134K | Buy |
+2,828
| New | +$134K | 0.04% | 413 |
|