SAM
Secure Asset 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 | $9.59M | Sell |
194,782
-8,356
| -4% | -$412K | 1.77% | 13 |
|
|
2025
Q1 | $9.99M | Buy |
203,138
+83,074
| +69% | +$4.08M | 2% | 7 |
|
|
2024
Q4 | $5.84M | Buy |
120,064
+20,899
| +21% | +$1.02M | 0.89% | 21 |
|
|
2024
Q3 | $4.9M | Buy |
+99,165
| New | +$4.9M | 0.83% | 23 |
|
|
2020
Q3 | – | Sell |
-4,479
| Closed | -$231K | – | 160 |
|
|
2020
Q2 | $231K | Buy |
4,479
+16
| +0.4% | +$825 | 0.16% | 140 |
|
|
2020
Q1 | $228K | Sell |
4,463
-2,890
| -39% | -$148K | 0.25% | 93 |
|
|
2019
Q4 | $381K | Buy |
+7,353
| New | +$381K | 0.27% | 92 |
|