Rockefeller Capital Management’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 | $12.3M | Buy |
249,853
+575
| +0.2% | +$28.3K | 0.03% | 554 |
|
|
2025
Q1 | $12.3M | Buy |
249,278
+121,372
| +95% | +$5.97M | 0.03% | 510 |
|
|
2024
Q4 | $6.23M | Buy |
127,906
+7,981
| +7% | +$388K | 0.02% | 663 |
|
|
2024
Q3 | $5.93M | Sell |
119,925
-2,220
| -2% | -$110K | 0.02% | 666 |
|
|
2024
Q2 | $5.87M | Buy |
122,145
+342
| +0.3% | +$16.4K | 0.02% | 644 |
|
|
2024
Q1 | $5.88M | Sell |
121,803
-19,374
| -14% | -$935K | 0.02% | 643 |
|
|
2023
Q4 | $6.82M | Buy |
141,177
+55,243
| +64% | +$2.67M | 0.02% | 559 |
|
|
2023
Q3 | $4.06M | Buy |
85,934
+32,863
| +62% | +$1.55M | 0.02% | 621 |
|
|
2023
Q2 | $2.53M | Buy |
53,071
+3,309
| +7% | +$158K | 0.01% | 771 |
|
|
2023
Q1 | $2.38M | Sell |
49,762
-23,012
| -32% | -$1.1M | 0.01% | 759 |
|
|
2022
Q4 | $3.45M | Buy |
72,774
+38,500
| +112% | +$1.83M | 0.02% | 603 |
|
|
2022
Q3 | $1.62M | Sell |
34,274
-4,056
| -11% | -$192K | 0.01% | 832 |
|
|
2022
Q2 | $1.85M | Sell |
38,330
-9,780
| -20% | -$472K | 0.01% | 791 |
|
|
2022
Q1 | $2.36M | Buy |
48,110
+1,361
| +3% | +$66.6K | 0.01% | 752 |
|
|
2021
Q4 | $2.34M | Buy |
46,749
+163
| +0.3% | +$8.15K | 0.01% | 748 |
|
|
2021
Q3 | $2.36M | Sell |
46,586
-95,689
| -67% | -$4.84M | 0.01% | 712 |
|
|
2021
Q2 | $7.24M | Buy |
142,275
+69,142
| +95% | +$3.52M | 0.04% | 361 |
|
|
2021
Q1 | $3.73M | Buy |
73,133
+294
| +0.4% | +$15K | 0.03% | 429 |
|
|
2020
Q4 | $3.75M | Sell |
72,839
-14,777
| -17% | -$761K | 0.03% | 375 |
|
|
2020
Q3 | $4.53M | Buy |
87,616
+30,412
| +53% | +$1.57M | 0.04% | 287 |
|
|
2020
Q2 | $2.96M | Buy |
+57,204
| New | +$2.96M | 0.03% | 323 |
|