SWM
Spire Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
6,728
-20,419
| -75% | -$1.01M | 0.01% | 611 |
|
|
2025
Q1 | $1.33M | Sell |
27,147
-102,767
| -79% | -$5.05M | 0.04% | 340 |
|
|
2024
Q4 | $6.32M | Buy |
+129,914
| New | +$6.32M | 0.2% | 108 |
|
|
2024
Q3 | – | Sell |
-439
| Closed | -$21 | – | 2227 |
|
|
2024
Q2 | $21 | Hold |
439
| – | – | ﹤0.01% | 2197 |
|
|
2024
Q1 | $21.2M | Hold |
439
| – | – | 0.38% | 55 |
|
|
2023
Q4 | $21.2K | Hold |
439
| – | – | ﹤0.01% | 1517 |
|
|
2023
Q3 | $20.7K | Hold |
439
| – | – | ﹤0.01% | 1488 |
|
|
2023
Q2 | $20.9K | Hold |
439
| – | – | ﹤0.01% | 1575 |
|
|
2023
Q1 | $20.9K | Hold |
439
| – | – | ﹤0.01% | 1600 |
|
|
2022
Q4 | $21K | Hold |
439
| – | – | ﹤0.01% | 1353 |
|
|
2022
Q3 | $21K | Buy |
+439
| New | +$21K | ﹤0.01% | 1307 |
|
|
2022
Q2 | – | Sell |
-335,699
| Closed | -$16.5M | – | 2764 |
|
|
2022
Q1 | $16.5M | Sell |
335,699
-72,391
| -18% | -$3.55M | 0.44% | 52 |
|
|
2021
Q4 | $20.4M | Buy |
408,090
+13,801
| +4% | +$690K | 0.45% | 49 |
|
|
2021
Q3 | $20M | Buy |
394,289
+42,925
| +12% | +$2.17M | 0.53% | 42 |
|
|
2021
Q2 | $18M | Sell |
351,364
-17,840
| -5% | -$913K | 0.49% | 44 |
|
|
2021
Q1 | $18.8M | Buy |
+369,204
| New | +$18.8M | 0.5% | 42 |
|