RWPA
Richard W. Paul & Associates’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,813
| Closed | -$1.3M | – | 437 |
|
|
2024
Q4 | $1.3M | Sell |
26,813
-88
| -0.3% | -$4.28K | 0.48% | 51 |
|
|
2024
Q3 | $1.33M | Buy |
26,901
+465
| +2% | +$23K | 0.48% | 52 |
|
|
2024
Q2 | $1.27M | Buy |
26,436
+2,282
| +9% | +$110K | 0.49% | 48 |
|
|
2024
Q1 | $1.17M | Buy |
24,154
+2,467
| +11% | +$119K | 0.47% | 53 |
|
|
2023
Q4 | $1.05M | Buy |
21,687
+174
| +0.8% | +$8.41K | 0.44% | 61 |
|
|
2023
Q3 | $1.02M | Sell |
21,513
-16,016
| -43% | -$757K | 0.46% | 56 |
|
|
2023
Q2 | $1.79M | Buy |
37,529
+247
| +0.7% | +$11.8K | 0.78% | 28 |
|
|
2023
Q1 | $1.78M | Buy |
37,282
+890
| +2% | +$42.6K | 0.82% | 27 |
|
|
2022
Q4 | $1.73M | Buy |
+36,392
| New | +$1.73M | 0.87% | 27 |
|