Spire Wealth Management’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
Q3 | $244K | Sell |
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|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $6.32M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $21 | Hold |
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|
2024
Q1 | $21.2M | Hold |
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|
2023
Q4 | $21.2K | Hold |
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|
2023
Q3 | $20.7K | Hold |
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|
2023
Q2 | $20.9K | Hold |
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|
2023
Q1 | $20.9K | Hold |
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|
2022
Q4 | $21K | Hold |
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|
2022
Q3 | $21K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $16.5M | Sell |
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|
2021
Q4 | $20.4M | Buy |
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|
2021
Q3 | $20M | Buy |
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|
2021
Q2 | $18M | Sell |
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|
2021
Q1 | $18.8M | Buy |
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