Silver Oak Securities’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 | $5.1M | Buy |
103,587
+87
| +0.1% | +$4.29K | 0.41% | 53 |
|
|
2025
Q1 | $5.09M | Buy |
103,500
+1,130
| +1% | +$55.5K | 0.47% | 44 |
|
|
2024
Q4 | $4.98M | Buy |
102,370
+7,960
| +8% | +$387K | 0.46% | 49 |
|
|
2024
Q3 | $4.66M | Buy |
94,410
+22,226
| +31% | +$1.1M | 0.49% | 48 |
|
|
2024
Q2 | $3.47M | Sell |
72,184
-36
| -0% | -$1.73K | 0.52% | 51 |
|
|
2024
Q1 | $3.48M | Sell |
72,220
-6,941
| -9% | -$335K | 0.53% | 43 |
|
|
2023
Q4 | $3.83M | Buy |
79,161
+13,330
| +20% | +$644K | 0.51% | 44 |
|
|
2023
Q3 | $3.11M | Buy |
65,831
+919
| +1% | +$43.4K | 0.68% | 28 |
|
|
2023
Q2 | $3.09M | Buy |
64,912
+3,343
| +5% | +$159K | 0.5% | 44 |
|
|
2023
Q1 | $2.95M | Buy |
61,569
+7,354
| +14% | +$352K | 0.48% | 46 |
|
|
2022
Q4 | $2.57M | Sell |
54,215
-11,616
| -18% | -$551K | 0.48% | 42 |
|
|
2022
Q3 | $3.11M | Buy |
65,831
+16,978
| +35% | +$802K | 0.68% | 28 |
|
|
2022
Q2 | $2.37M | Buy |
48,853
+10,698
| +28% | +$518K | 0.53% | 35 |
|
|
2022
Q1 | $1.86M | Buy |
+38,155
| New | +$1.86M | 0.38% | 59 |
|