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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
5,237
| – | – | 0.1% | 120 |
|
|
2025
Q1 | $257K | Sell |
5,237
-852
| -14% | -$41.9K | 0.13% | 115 |
|
|
2024
Q4 | $296K | Sell |
6,089
-203
| -3% | -$9.88K | 0.15% | 105 |
|
|
2024
Q3 | $311K | Hold |
6,292
| – | – | 0.14% | 101 |
|
|
2024
Q2 | $302K | Sell |
6,292
-58
| -0.9% | -$2.79K | 0.14% | 108 |
|
|
2024
Q1 | $306K | Hold |
6,350
| – | – | 0.15% | 107 |
|
|
2023
Q4 | $307K | Sell |
6,350
-3,765
| -37% | -$182K | 0.16% | 113 |
|
|
2023
Q3 | $478K | Sell |
10,115
-101
| -1% | -$4.77K | 0.33% | 85 |
|
|
2023
Q2 | $487K | Sell |
10,216
-118
| -1% | -$5.63K | 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% | -$347K | 0.43% | 68 |
|
|
2022
Q3 | $865K | Sell |
18,273
-9,383
| -34% | -$444K | 0.91% | 20 |
|
|
2022
Q2 | $1.34M | Sell |
27,656
-656,815
| -96% | -$31.7M | 1.37% | 14 |
|
|
2022
Q1 | $33.5M | Buy |
684,471
+329,663
| +93% | +$16.1M | 22.45% | 1 |
|
|
2021
Q4 | $17.7M | Buy |
+354,808
| New | +$17.7M | 14.08% | 1 |
|