Regal 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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-55,275	Closed	-$2.67M	–	593
2023 Q4	$2.67M	Sell	55,275 -1,091	-2%	-$51.7K	0.2%	132
2023 Q3	$2.66M	Buy	56,366 +1,827	+3%	+$86.9K	0.23%	122
2023 Q2	$2.6M	Buy	54,539 +1,725	+3%	+$82.7K	0.22%	119
2023 Q1	$2.53M	Buy	52,814 +1,099	+2%	+$52.6K	0.22%	122
2022 Q4	$2.45M	Sell	51,715 -1,431	-3%	-$67.6K	0.24%	111
2022 Q3	$2.52M	Sell	53,146 -970	-2%	-$46.8K	0.27%	101
2022 Q2	$2.61M	Buy	54,116 +3,365	+7%	+$163K	0.27%	97
2022 Q1	$2.48M	Buy	50,751 +1,225	+2%	+$60.7K	0.23%	109
2021 Q4	$2.48M	Buy	49,526 +2,102	+4%	+$106K	0.22%	110
2021 Q3	$2.4M	Sell	47,424 -861	-2%	-$43.7K	0.23%	113
2021 Q2	$2.46M	Buy	+48,285	New	+$2.47M	0.25%	99
2021 Q1	–	Sell	-56,884	Closed	-$2.93M	–	255
2020 Q4	$2.93M	Buy	+56,884	New	+$2.93M	0.33%	79
2020 Q3	–	Sell	-26,602	Closed	-$1.38M	–	150
2020 Q2	$1.38M	Buy	+26,602	New	+$1.37M	0.25%	99
2018 Q3	–	Sell	-4,053	Closed	-$207K	–	336
2018 Q2	$207K	Buy	+4,053	New	+$208K	0.06%	242