Searcy Financial Services’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 | $19.5M | Buy |
395,350
+5,058
| +1% | +$249K | 7.92% | 5 |
|
|
2025
Q1 | $19.2M | Buy |
390,292
+9,704
| +3% | +$477K | 8.3% | 5 |
|
|
2024
Q4 | $18.5M | Buy |
380,588
+22,080
| +6% | +$1.07M | 8.55% | 5 |
|
|
2024
Q3 | $17.7M | Sell |
358,508
-31,392
| -8% | -$1.55M | 8.31% | 5 |
|
|
2024
Q2 | $18.7M | Buy |
389,900
+10,083
| +3% | +$484K | 9.35% | 5 |
|
|
2024
Q1 | $18.3M | Sell |
379,817
-25,115
| -6% | -$1.21M | 9.33% | 5 |
|
|
2023
Q4 | $19.6M | Buy |
404,932
+3,277
| +0.8% | +$158K | 10.85% | 5 |
|
|
2023
Q3 | $19M | Sell |
401,655
-67,518
| -14% | -$3.19M | 11.46% | 2 |
|
|
2023
Q2 | $22.4M | Buy |
469,173
+7,480
| +2% | +$357K | 12.99% | 1 |
|
|
2023
Q1 | $22.1M | Buy |
461,693
+4,334
| +0.9% | +$207K | 13.62% | 1 |
|
|
2022
Q4 | $21.7M | Buy |
457,359
+9,520
| +2% | +$451K | 12.6% | 1 |
|
|
2022
Q3 | $21.2M | Buy |
447,839
+16,241
| +4% | +$769K | 13.44% | 1 |
|
|
2022
Q2 | $20.8M | Buy |
+431,598
| New | +$20.8M | 12.94% | 2 |
|