Robertson Stephens Wealth Management’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 | $736K | Sell |
14,937
-637
| -4% | -$31.4K | 0.02% | 305 |
|
|
2025
Q1 | $766K | Sell |
15,574
-64
| -0.4% | -$3.15K | 0.03% | 295 |
|
|
2024
Q4 | $761K | Buy |
15,638
+6,429
| +70% | +$313K | 0.03% | 287 |
|
|
2024
Q3 | $455K | Buy |
9,209
+2,774
| +43% | +$137K | 0.02% | 434 |
|
|
2024
Q2 | $309K | Buy |
6,435
+387
| +6% | +$18.6K | 0.02% | 402 |
|
|
2024
Q1 | $292K | Hold |
6,048
| – | – | 0.02% | 425 |
|
|
2023
Q4 | $292K | Buy |
+6,048
| New | +$292K | 0.02% | 384 |
|