Retirement Guys Formula’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
2026 Q1	$273K	Buy	5,481 +233	+4%	+$11.7K	0.13%	118
2025 Q4	$262K	Buy	5,248 +11	+0.2%	+$550	0.12%	121
2025 Q3	$261K	Hold	5,237	–	–	0.09%	137
2025 Q2	$258K	Hold	5,237	–	–	0.1%	120
2025 Q1	$257K	Sell	5,237 -852	-14%	-$41.6K	0.13%	115
2024 Q4	$296K	Sell	6,089 -203	-3%	-$9.92K	0.15%	105
2024 Q3	$311K	Hold	6,292	–	–	0.14%	101
2024 Q2	$302K	Sell	6,292 -58	-0.9%	-$2.78K	0.14%	108
2024 Q1	$306K	Hold	6,350	–	–	0.15%	107
2023 Q4	$307K	Sell	6,350 -3,765	-37%	-$178K	0.16%	113
2023 Q3	$478K	Sell	10,115 -101	-1%	-$4.8K	0.33%	85
2023 Q2	$487K	Sell	10,216 -118	-1%	-$5.66K	0.28%	89
2023 Q1	$495K	Sell	10,334 -628	-6%	-$30.1K	0.35%	82
2022 Q4	$520K	Sell	10,962 -7,311	-40%	-$346K	0.43%	68
2022 Q3	$865K	Sell	18,273 -9,383	-34%	-$453K	0.91%	20
2022 Q2	$1.34M	Sell	27,656 -656,815	-96%	-$31.9M	1.37%	14
2022 Q1	$33.5M	Buy	684,471 +329,663	+93%	+$16.3M	22.45%	1
2021 Q4	$17.7M	Buy	+354,808	New	+$17.8M	14.08%	1