Shaker Investments’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 | – | Sell |
-5,766
| Closed | -$283K | – | 106 |
|
|
2025
Q1 | $283K | Hold |
5,766
| – | – | 0.14% | 84 |
|
|
2024
Q4 | $281K | Hold |
5,766
| – | – | 0.12% | 82 |
|
|
2024
Q3 | $285K | Hold |
5,766
| – | – | 0.12% | 84 |
|
|
2024
Q2 | $277K | Sell |
5,766
-150
| -3% | -$7.21K | 0.12% | 85 |
|
|
2024
Q1 | $285K | Hold |
5,916
| – | – | 0.12% | 85 |
|
|
2023
Q4 | $286K | Hold |
5,916
| – | – | 0.13% | 80 |
|
|
2023
Q3 | $279K | Hold |
5,916
| – | – | 0.15% | 77 |
|
|
2023
Q2 | $282K | Hold |
5,916
| – | – | 0.14% | 86 |
|
|
2023
Q1 | $283K | Hold |
5,916
| – | – | 0.16% | 80 |
|
|
2022
Q4 | $280K | Hold |
5,916
| – | – | 0.17% | 73 |
|
|
2022
Q3 | $280K | Sell |
5,916
-7,792
| -57% | -$369K | 0.19% | 76 |
|
|
2022
Q2 | $662K | Buy |
13,708
+37
| +0.3% | +$1.79K | 0.42% | 67 |
|
|
2022
Q1 | $669K | Buy |
13,671
+36
| +0.3% | +$1.76K | 0.34% | 71 |
|
|
2021
Q4 | $682K | Sell |
13,635
-6,492
| -32% | -$325K | 0.29% | 72 |
|
|
2021
Q3 | $1.02M | Sell |
20,127
-2,579
| -11% | -$130K | 0.45% | 60 |
|
|
2021
Q2 | $1.16M | Buy |
22,706
+7,676
| +51% | +$391K | 0.53% | 56 |
|
|
2021
Q1 | $767K | Buy |
+15,030
| New | +$767K | 0.37% | 62 |
|