Steward Partners Investment Advisory’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 | $11.4M | Buy |
|
|||||
|
2025
Q2 | $7.31M | Sell |
|
|||||
|
2025
Q1 | $8.33M | Buy |
|
|||||
|
2024
Q4 | $5.64M | Buy |
|
|||||
|
2024
Q3 | $1.95M | Buy |
|
|||||
|
2024
Q2 | $1.35M | Buy |
|
|||||
|
2024
Q1 | $1.02M | Sell |
|
|||||
|
2023
Q4 | $1.19M | Sell |
|
|||||
|
2023
Q3 | $1.2M | Buy |
|
|||||
|
2023
Q2 | $1.16M | Sell |
|
|||||
|
2023
Q1 | $1.32M | Sell |
|
|||||
|
2022
Q4 | $1.42M | Sell |
|
|||||
|
2022
Q3 | $3.83M | Sell |
|
|||||
|
2022
Q2 | $4M | Sell |
|
|||||
|
2022
Q1 | $4.19M | Sell |
|
|||||
|
2021
Q4 | $5.95M | Sell |
|
|||||
|
2021
Q3 | $25.7M | Buy |
|
|||||
|
2021
Q2 | $24.2M | Buy |
|
|||||
|
2021
Q1 | $23.3M | Buy |
|
|||||
|
2020
Q4 | $17.3M | Buy |
|
|||||
|
2020
Q3 | $16.6M | Buy |
|
|||||
|
2020
Q2 | $11.3M | Buy |
|
|||||
|
2020
Q1 | $9.98M | Sell |
|
|||||
|
2019
Q4 | $10.6M | Buy |
|
|||||
|
2019
Q3 | $10.6M | Buy |
|
|||||
|
2019
Q2 | $10.3M | Sell |
|
|||||
|
2019
Q1 | $10.3M | Buy |
|
|||||
|
2018
Q4 | $595K | Buy |
|
|||||
|
2018
Q3 | $274K | Buy |
|
|||||
|
2018
Q2 | $272K | Buy |
|
|||||
|
2018
Q1 | $265K | Buy |
|
|||||
|
2017
Q4 | $66K | Buy |
|
|||||
|
2017
Q3 | $32K | Buy |
|