Sowell Financial Services’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
2026 Q1	$1.01M	Sell	20,357 -1,292	-6%	-$64.8K	0.04%	428
2025 Q4	$1.08M	Sell	21,649 -19,895	-48%	-$995K	0.04%	413
2025 Q3	$2.07M	Sell	41,544 -725	-2%	-$35.9K	0.08%	264
2025 Q2	$2.08M	Buy	42,269 +36,215	+598%	+$1.77M	0.08%	254
2025 Q1	$298K	Buy	+6,054	New	+$296K	0.01%	772
2024 Q4	–	Sell	-43,273	Closed	-$2.14M	–	564
2024 Q3	$2.14M	Buy	43,273 +15,343	+55%	+$751K	0.1%	226
2024 Q2	$1.34M	Buy	+27,930	New	+$1.34M	0.06%	288
2023 Q2	–	Sell	-56,781	Closed	-$2.72M	–	710
2023 Q1	$2.72M	Sell	56,781 -2,444	-4%	-$117K	0.21%	112
2022 Q4	$2.81M	Sell	59,225 -14,689	-20%	-$694K	0.18%	141
2022 Q3	$3.5M	Buy	+73,914	New	+$3.57M	0.35%	82
2022 Q1	–	Sell	-22,617	Closed	-$1.13M	–	361
2021 Q4	$1.13M	Sell	22,617 -103	-0.5%	-$5.18K	0.06%	310
2021 Q3	$1.15M	Buy	+22,720	New	+$1.15M	0.08%	273
2021 Q2	–	Sell	-83,711	Closed	-$4.28M	–	1763
2021 Q1	$4.28M	Sell	83,711 -12,044	-13%	-$619K	0.15%	135
2020 Q4	$4.93M	Buy	95,755 +6,924	+8%	+$357K	0.21%	102
2020 Q3	$4.59M	Sell	88,831 -16,036	-15%	-$830K	0.23%	98
2020 Q2	$5.42M	Sell	104,867 -6,339	-6%	-$327K	0.3%	80
2020 Q1	$5.67M	Sell	111,206 -1,378	-1%	-$71.5K	0.42%	54
2019 Q4	$5.83M	Sell	112,584 -18,556	-14%	-$963K	0.44%	41
2019 Q3	$6.82M	Buy	+131,140	New	+$6.81M	0.56%	39
2019 Q1	$3M	Buy	58,589 +53,854	+1,137%	+$2.76M	0.34%	71
2018 Q4	$242K	Buy	+4,735	New	+$241K	0.03%	425