SW
Simplicity Wealth’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 | $1.2M | Buy |
24,346
+13,057
| +116% | +$643K | 0.05% | 297 |
|
|
2025
Q1 | $555K | Buy |
+11,289
| New | +$555K | 0.04% | 326 |
|
|
2024
Q4 | – | Sell |
-8,882
| Closed | -$439K | – | 448 |
|
|
2024
Q3 | $439K | Sell |
8,882
-274
| -3% | -$13.5K | 0.04% | 318 |
|
|
2024
Q2 | $440K | Buy |
+9,156
| New | +$440K | 0.01% | 807 |
|
|
2023
Q2 | – | Sell |
-11,751
| Closed | -$563K | – | 81 |
|
|
2023
Q1 | $563K | Buy |
11,751
+1,285
| +12% | +$61.5K | 0.37% | 40 |
|
|
2022
Q4 | $496K | Buy |
+10,466
| New | +$496K | 0.44% | 33 |
|