Rede Wealth’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
Q1 | – | Sell |
-5,034
| Closed | -$245K | – | 107 |
|
|
2024
Q4 | $245K | Sell |
5,034
-261
| -5% | -$12.7K | 0.09% | 98 |
|
|
2024
Q3 | $262K | Sell |
5,295
-1,646
| -24% | -$81.3K | 0.1% | 96 |
|
|
2024
Q2 | $334K | Sell |
6,941
-1,157
| -14% | -$55.6K | 0.31% | 69 |
|
|
2024
Q1 | $391K | Sell |
8,098
-712
| -8% | -$34.4K | 0.16% | 60 |
|
|
2023
Q4 | $426K | Sell |
8,810
-6,516
| -43% | -$315K | 0.2% | 55 |
|
|
2023
Q3 | $724K | Sell |
15,326
-4,304
| -22% | -$203K | 0.36% | 27 |
|
|
2023
Q2 | $936K | Sell |
19,630
-2,059
| -9% | -$98.2K | 0.44% | 26 |
|
|
2023
Q1 | $1.04M | Sell |
21,689
-12,451
| -36% | -$596K | 0.54% | 24 |
|
|
2022
Q4 | $1.62M | Sell |
34,140
-7,011
| -17% | -$332K | 0.86% | 17 |
|
|
2022
Q3 | $1.95M | Sell |
41,151
-13,087
| -24% | -$620K | 1.16% | 12 |
|
|
2022
Q2 | $2.62M | Sell |
54,238
-28,427
| -34% | -$1.37M | 1.52% | 9 |
|
|
2022
Q1 | $4.05M | Sell |
82,665
-1,679
| -2% | -$82.2K | 1.9% | 6 |
|
|
2021
Q4 | $4.22M | Sell |
84,344
-4,562
| -5% | -$228K | 2.12% | 6 |
|
|
2021
Q3 | $4.5M | Sell |
88,906
-6,547
| -7% | -$331K | 2.4% | 4 |
|
|
2021
Q2 | $4.86M | Sell |
95,453
-3,054
| -3% | -$155K | 2.59% | 4 |
|
|
2021
Q1 | $5.03M | Sell |
98,507
-1,738
| -2% | -$88.7K | 2.91% | 5 |
|
|
2020
Q4 | $5.16M | Buy |
+100,245
| New | +$5.16M | 3.51% | 4 |
|