Southland Equity Partners’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 | $513K | Sell |
10,416
-167
| -2% | -$8.23K | 0.11% | 127 |
|
|
2025
Q1 | $520K | Buy |
10,583
+3,730
| +54% | +$183K | 0.12% | 120 |
|
|
2024
Q4 | $334K | Sell |
6,853
-467
| -6% | -$22.7K | 0.08% | 161 |
|
|
2024
Q3 | $362K | Sell |
7,320
-329
| -4% | -$16.3K | 0.09% | 152 |
|
|
2024
Q2 | $368K | Sell |
7,649
-355
| -4% | -$17.1K | 0.1% | 126 |
|
|
2024
Q1 | $386K | Sell |
8,004
-61
| -0.8% | -$2.94K | 0.11% | 128 |
|
|
2023
Q4 | $390K | Sell |
8,065
-662
| -8% | -$32K | 0.12% | 114 |
|
|
2023
Q3 | $412K | Sell |
8,727
-504
| -5% | -$23.8K | 0.14% | 104 |
|
|
2023
Q2 | $440K | Sell |
9,231
-1,084
| -11% | -$51.7K | 0.15% | 93 |
|
|
2023
Q1 | $494K | Sell |
10,315
-78
| -0.8% | -$3.73K | 0.19% | 85 |
|
|
2022
Q4 | $493K | Sell |
10,393
-240
| -2% | -$11.4K | 0.19% | 79 |
|
|
2022
Q3 | $503K | Sell |
10,633
-59
| -0.6% | -$2.79K | 0.25% | 70 |
|
|
2022
Q2 | $516K | Sell |
10,692
-491
| -4% | -$23.7K | 0.24% | 77 |
|
|
2022
Q1 | $547K | Sell |
11,183
-954
| -8% | -$46.7K | 0.23% | 75 |
|
|
2021
Q4 | $607K | Sell |
12,137
-1,918
| -14% | -$95.9K | 0.25% | 70 |
|
|
2021
Q3 | $711K | Sell |
14,055
-203
| -1% | -$10.3K | 0.33% | 60 |
|
|
2021
Q2 | $726K | Sell |
14,258
-280
| -2% | -$14.3K | 0.34% | 60 |
|
|
2021
Q1 | $742K | Sell |
14,538
-556
| -4% | -$28.4K | 0.42% | 49 |
|
|
2020
Q4 | $777K | Buy |
+15,094
| New | +$777K | 0.52% | 43 |
|