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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
42,269
+36,215
| +598% | +$1.78M | 0.08% | 254 |
|
|
2025
Q1 | $298K | Buy |
+6,054
| New | +$298K | 0.01% | 772 |
|
|
2024
Q4 | – | Sell |
-43,273
| Closed | -$2.14M | – | 564 |
|
|
2024
Q3 | $2.14M | Buy |
43,273
+15,343
| +55% | +$758K | 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% | -$696K | 0.18% | 141 |
|
|
2022
Q3 | $3.5M | Buy |
+73,914
| New | +$3.5M | 0.35% | 82 |
|
|
2022
Q1 | – | Sell |
-22,617
| Closed | -$1.13M | – | 361 |
|
|
2021
Q4 | $1.13M | Sell |
22,617
-103
| -0.5% | -$5.15K | 0.06% | 310 |
|
|
2021
Q3 | $1.15M | Buy |
+22,720
| New | +$1.15M | 0.08% | 273 |
|
|
2021
Q2 | – | Sell |
-83,711
| Closed | -$4.28M | – | 1764 |
|
|
2021
Q1 | $4.28M | Sell |
83,711
-12,044
| -13% | -$616K | 0.15% | 135 |
|
|
2020
Q4 | $4.93M | Buy |
95,755
+6,924
| +8% | +$356K | 0.21% | 102 |
|
|
2020
Q3 | $4.59M | Sell |
88,831
-16,036
| -15% | -$829K | 0.23% | 98 |
|
|
2020
Q2 | $5.42M | Sell |
104,867
-6,339
| -6% | -$328K | 0.3% | 80 |
|
|
2020
Q1 | $5.67M | Sell |
111,206
-1,378
| -1% | -$70.3K | 0.42% | 54 |
|
|
2019
Q4 | $5.83M | Sell |
112,584
-18,556
| -14% | -$961K | 0.44% | 41 |
|
|
2019
Q3 | $6.82M | Buy |
+131,140
| New | +$6.82M | 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 | +$242K | 0.03% | 425 |
|