Sargent Investment Group’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $407K | Sell |
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2025
Q1 | $414K | Sell |
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2024
Q4 | $433K | Sell |
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2024
Q3 | $500K | Sell |
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2024
Q2 | $622K | Buy |
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2024
Q1 | $489K | Sell |
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2023
Q4 | $632K | Sell |
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2023
Q3 | $751K | Sell |
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2023
Q2 | $838K | Sell |
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2023
Q1 | $1M | Sell |
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2022
Q4 | $1.33M | Sell |
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2022
Q3 | $1.4M | Buy |
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2022
Q2 | $1.09M | Buy |
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2022
Q1 | $1.05M | Buy |
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2021
Q4 | $1.05M | Sell |
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2021
Q3 | $1.26M | Buy |
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2021
Q2 | $1.2M | Sell |
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2021
Q1 | $1.37M | Sell |
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2020
Q4 | $1.47M | Sell |
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2020
Q3 | $1.8M | Sell |
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2020
Q2 | $1.85M | Buy |
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2020
Q1 | $1.56M | Sell |
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2019
Q4 | $2M | Buy |
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2019
Q3 | $1.48M | Buy |
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