SeaCrest Wealth 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 | $250K | Hold |
5,069
| – | – | 0.03% | 505 |
|
|
2025
Q1 | $249K | Hold |
5,069
| – | – | 0.03% | 550 |
|
|
2024
Q4 | $247K | Buy |
+5,069
| New | +$247K | 0.03% | 558 |
|
|
2022
Q4 | – | Sell |
-4,973
| Closed | -$235K | – | 655 |
|
|
2022
Q3 | $235K | Sell |
4,973
-3,938
| -44% | -$186K | 0.04% | 497 |
|
|
2022
Q2 | $430K | Hold |
8,911
| – | – | 0.05% | 369 |
|
|
2022
Q1 | $436K | Hold |
8,911
| – | – | 0.05% | 398 |
|
|
2021
Q4 | $445K | Sell |
8,911
-900
| -9% | -$44.9K | 0.05% | 391 |
|
|
2021
Q3 | $496K | Buy |
9,811
+1,619
| +20% | +$81.8K | 0.06% | 345 |
|
|
2021
Q2 | $417K | Buy |
+8,192
| New | +$417K | 0.05% | 393 |
|
|
2019
Q2 | – | Sell |
-624
| Closed | -$32K | – | 1262 |
|
|
2019
Q1 | $32K | Hold |
624
| – | – | 0.01% | 1088 |
|
|
2018
Q4 | $32K | Sell |
624
-68
| -10% | -$3.49K | 0.01% | 1054 |
|
|
2018
Q3 | $35K | Buy |
692
+3
| +0.4% | +$152 | 0.01% | 1150 |
|
|
2018
Q2 | $35K | Buy |
+689
| New | +$35K | 0.01% | 1128 |
|