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RiverTree Advisors’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
Q2
$5.09M Sell
103,255
-75,665
-42% -$3.73M 3.42% 10
2025
Q1
$8.8M Sell
178,920
-47,496
-21% -$2.33M 5.89% 3
2024
Q4
$11M Sell
226,416
-4,019
-2% -$196K 7.24% 2
2024
Q3
$11.4M Buy
230,435
+176
+0.1% +$8.7K 7.72% 2
2024
Q2
$11.1M Sell
230,259
-2,665
-1% -$128K 7.56% 2
2024
Q1
$11.2M Sell
232,924
-2,498
-1% -$121K 7.55% 2
2023
Q4
$11.4M Buy
235,422
+48,847
+26% +$2.36M 7.73% 2
2023
Q3
$8.81M Sell
186,575
-3,537
-2% -$167K 6.56% 5
2023
Q2
$9.06M Sell
190,112
-11,942
-6% -$569K 6.53% 3
2023
Q1
$9.67M Buy
202,054
+8,842
+5% +$423K 6.96% 3
2022
Q4
$9.16M Sell
193,212
-84,729
-30% -$4.02M 7.52% 3
2022
Q3
$13.2M Buy
+277,941
New +$13.2M 10.77% 1