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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Sell |
93,815
-48,131
| -34% | -$2.37M | 0.14% | 150 |
|
|
2025
Q1 | $6.98M | Sell |
141,946
-2,250
| -2% | -$111K | 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% | +$417K | 0.26% | 69 |
|
|
2024
Q2 | $7.88M | Sell |
163,898
-4,924
| -3% | -$237K | 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% | -$5.81M | 0.36% | 51 |
|
|
2023
Q3 | $10.2M | Sell |
214,949
-34,051
| -14% | -$1.61M | 0.38% | 45 |
|
|
2023
Q2 | $11.9M | Buy |
249,000
+4,334
| +2% | +$207K | 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% | +$374K | 0.34% | 56 |
|
|
2022
Q3 | $9.18M | Buy |
193,903
+7,786
| +4% | +$369K | 0.35% | 54 |
|
|
2022
Q2 | $8.99M | Buy |
186,117
+19,953
| +12% | +$964K | 0.31% | 57 |
|
|
2022
Q1 | $8.13M | Sell |
166,164
-190,844
| -53% | -$9.34M | 0.24% | 80 |
|
|
2021
Q4 | $17.8M | Buy |
357,008
+184,155
| +107% | +$9.21M | 0.5% | 34 |
|
|
2021
Q3 | $8.74M | Buy |
172,853
+1,443
| +0.8% | +$73K | 0.26% | 71 |
|
|
2021
Q2 | $8.73M | Buy |
171,410
+37,357
| +28% | +$1.9M | 0.26% | 77 |
|
|
2021
Q1 | $6.85M | Buy |
134,053
+6,104
| +5% | +$312K | 0.22% | 102 |
|
|
2020
Q4 | $6.59M | Buy |
127,949
+17,954
| +16% | +$924K | 0.22% | 95 |
|
|
2020
Q3 | $5.69M | 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% | 357 |
|
|
2020
Q1 | $1.19M | Buy |
23,328
+3,119
| +15% | +$159K | 0.07% | 284 |
|
|
2019
Q4 | $1.05M | Buy |
20,209
+4,773
| +31% | +$247K | 0.04% | 389 |
|
|
2019
Q3 | $803K | Buy |
15,436
+1,300
| +9% | +$67.6K | 0.04% | 433 |
|
|
2019
Q2 | $731K | Buy |
14,136
+4,043
| +40% | +$209K | 0.04% | 431 |
|
|
2019
Q1 | $518K | Buy |
10,093
+1,353
| +15% | +$69.4K | 0.03% | 502 |
|
|
2018
Q4 | $446K | Sell |
8,740
-151
| -2% | -$7.71K | 0.03% | 471 |
|
|
2018
Q3 | $453K | Buy |
8,891
+784
| +10% | +$39.9K | 0.03% | 509 |
|
|
2018
Q2 | $415K | Buy |
+8,107
| New | +$415K | 0.03% | 513 |
|