Sovereign Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $209K | Sell |
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|
2024
Q4 | $212K | Hold |
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|
2024
Q3 | $215K | Sell |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $221K | Sell |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $632K | Sell |
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|
2023
Q1 | $652K | Sell |
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|
2022
Q4 | $655K | Sell |
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|
2022
Q3 | $666K | Sell |
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|
2022
Q2 | $695K | Sell |
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|
2022
Q1 | $706K | Buy |
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|
2021
Q4 | $349K | Sell |
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|
2021
Q3 | $379K | Sell |
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|
2021
Q2 | $478K | Hold |
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|
2021
Q1 | $478K | Buy |
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|
2020
Q4 | $369K | Buy |
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