Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.56M | Buy |
71,458
+3,414
| +5% | +$171K | 0.1% | 221 |
|
|
2025
Q4 | $3.4M | Buy |
68,044
+13,097
| +24% | +$655K | 0.09% | 227 |
|
|
2025
Q3 | $2.74M | Sell |
54,947
-38,868
| -41% | -$1.92M | 0.08% | 259 |
|
|
2025
Q2 | $4.62M | Sell |
93,815
-48,131
| -34% | -$2.36M | 0.14% | 150 |
|
|
2025
Q1 | $6.98M | Sell |
141,946
-2,250
| -2% | -$110K | 0.22% | 86 |
|
|
2024
Q4 | $7.02M | Sell |
144,196
-28,141
| -16% | -$1.37M | 0.22% | 84 |
|
|
2024
Q3 | $8.52M | Buy |
172,337
+8,439
| +5% | +$413K | 0.26% | 69 |
|
|
2024
Q2 | $7.88M | Sell |
163,898
-4,924
| -3% | -$236K | 0.25% | 76 |
|
|
2024
Q1 | $8.15M | Buy |
168,822
+74,197
| +78% | +$3.58M | 0.26% | 70 |
|
|
2023
Q4 | $4.57M | Sell |
94,625
-120,324
| -56% | -$5.7M | 0.36% | 51 |
|
|
2023
Q3 | $10.2M | Sell |
214,949
-34,051
| -14% | -$1.62M | 0.38% | 45 |
|
|
2023
Q2 | $11.9M | Buy |
249,000
+4,334
| +2% | +$208K | 0.43% | 38 |
|
|
2023
Q1 | $11.7M | Buy |
244,666
+42,877
| +21% | +$2.05M | 0.39% | 45 |
|
|
2022
Q4 | $9.57M | Buy |
201,789
+7,886
| +4% | +$373K | 0.34% | 56 |
|
|
2022
Q3 | $9.18M | Buy |
193,903
+7,786
| +4% | +$376K | 0.35% | 54 |
|
|
2022
Q2 | $8.99M | Buy |
186,117
+19,953
| +12% | +$969K | 0.33% | 59 |
|
|
2022
Q1 | $8.13M | Sell |
166,164
-190,844
| -53% | -$9.45M | 0.24% | 80 |
|
|
2021
Q4 | $17.8M | Buy |
357,008
+184,155
| +107% | +$9.26M | 0.5% | 34 |
|
|
2021
Q3 | $8.74M | Buy |
172,853
+1,443
| +0.8% | +$73.2K | 0.27% | 72 |
|
|
2021
Q2 | $8.72M | Buy |
171,410
+37,357
| +28% | +$1.91M | 0.26% | 77 |
|
|
2021
Q1 | $6.84M | Buy |
134,053
+6,104
| +5% | +$314K | 0.22% | 102 |
|
|
2020
Q4 | $6.59M | Buy |
127,949
+17,954
| +16% | +$926K | 0.23% | 96 |
|
|
2020
Q3 | $5.68M | Buy |
109,995
+88,326
| +408% | +$4.57M | 0.23% | 92 |
|
|
2020
Q2 | $1.12M | Sell |
21,669
-1,659
| -7% | -$85.7K | 0.05% | 359 |
|
|
2020
Q1 | $1.19M | Buy |
23,328
+3,119
| +15% | +$162K | 0.07% | 285 |
|
|
2019
Q4 | $1.05M | Buy |
20,209
+4,773
| +31% | +$248K | 0.05% | 391 |
|
|
2019
Q3 | $803K | Buy |
15,436
+1,300
| +9% | +$67.5K | 0.04% | 435 |
|
|
2019
Q2 | $731K | Buy |
14,136
+4,043
| +40% | +$208K | 0.04% | 431 |
|
|
2019
Q1 | $518K | Buy |
10,093
+1,353
| +15% | +$69.2K | 0.03% | 504 |
|
|
2018
Q4 | $446K | Sell |
8,740
-151
| -2% | -$7.69K | 0.03% | 478 |
|
|
2018
Q3 | $453K | Buy |
8,891
+784
| +10% | +$40.1K | 0.03% | 515 |
|
|
2018
Q2 | $415K | Buy |
+8,107
| New | +$415K | 0.03% | 514 |
|
Other funds holding LMBS
