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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Sell |
148,462
-20,925
| -12% | -$1.03M | 0.06% | 327 |
|
|
2025
Q1 | $8.33M | Buy |
169,387
+53,498
| +46% | +$2.63M | 0.07% | 276 |
|
|
2024
Q4 | $5.64M | Buy |
115,889
+76,441
| +194% | +$3.72M | 0.05% | 343 |
|
|
2024
Q3 | $1.95M | Buy |
39,448
+11,436
| +41% | +$565K | 0.02% | 637 |
|
|
2024
Q2 | $1.35M | Buy |
28,012
+6,865
| +32% | +$330K | 0.01% | 711 |
|
|
2024
Q1 | $1.02M | Sell |
21,147
-3,378
| -14% | -$163K | 0.01% | 782 |
|
|
2023
Q4 | $1.19M | Sell |
24,525
-943
| -4% | -$45.6K | 0.02% | 665 |
|
|
2023
Q3 | $1.2M | Buy |
25,468
+1,066
| +4% | +$50.4K | 0.02% | 617 |
|
|
2023
Q2 | $1.16M | Sell |
24,402
-3,159
| -11% | -$151K | 0.02% | 643 |
|
|
2023
Q1 | $1.32M | Sell |
27,561
-2,300
| -8% | -$110K | 0.02% | 598 |
|
|
2022
Q4 | $1.42M | Sell |
29,861
-51,082
| -63% | -$2.42M | 0.02% | 545 |
|
|
2022
Q3 | $3.83M | Sell |
80,943
-1,986
| -2% | -$94K | 0.07% | 277 |
|
|
2022
Q2 | $4.01M | Sell |
82,929
-2,578
| -3% | -$125K | 0.07% | 278 |
|
|
2022
Q1 | $4.19M | Sell |
85,507
-33,544
| -28% | -$1.64M | 0.06% | 302 |
|
|
2021
Q4 | $5.95M | Sell |
119,051
-388,751
| -77% | -$19.4M | 0.09% | 233 |
|
|
2021
Q3 | $25.7M | Buy |
507,802
+31,396
| +7% | +$1.59M | 0.44% | 40 |
|
|
2021
Q2 | $24.2M | Buy |
476,406
+19,161
| +4% | +$975K | 0.41% | 42 |
|
|
2021
Q1 | $23.3M | Buy |
457,245
+121,624
| +36% | +$6.21M | 0.41% | 51 |
|
|
2020
Q4 | $17.3M | Buy |
335,621
+15,056
| +5% | +$775K | 0.37% | 56 |
|
|
2020
Q3 | $16.6M | Buy |
320,565
+101,102
| +46% | +$5.23M | 0.42% | 52 |
|
|
2020
Q2 | $11.3M | Buy |
219,463
+23,673
| +12% | +$1.22M | 0.32% | 74 |
|
|
2020
Q1 | $9.99M | Sell |
195,790
-9,742
| -5% | -$497K | 0.37% | 66 |
|
|
2019
Q4 | $10.6M | Buy |
205,532
+1,497
| +0.7% | +$77.5K | 0.31% | 73 |
|
|
2019
Q3 | $10.6M | Buy |
204,035
+4,419
| +2% | +$230K | 0.36% | 63 |
|
|
2019
Q2 | $10.3M | Sell |
199,616
-1,001
| -0.5% | -$51.7K | 0.38% | 63 |
|
|
2019
Q1 | $10.3M | Buy |
200,617
+188,958
| +1,621% | +$9.69M | 0.44% | 59 |
|
|
2018
Q4 | $595K | Buy |
11,659
+6,293
| +117% | +$321K | 0.03% | 445 |
|
|
2018
Q3 | $274K | Buy |
5,366
+59
| +1% | +$3.01K | 0.01% | 642 |
|
|
2018
Q2 | $272K | Buy |
5,307
+134
| +3% | +$6.87K | 0.02% | 582 |
|
|
2018
Q1 | $265K | Buy |
5,173
+3,894
| +304% | +$199K | 0.02% | 565 |
|
|
2017
Q4 | $66K | Buy |
1,279
+649
| +103% | +$33.5K | 0.01% | 739 |
|
|
2017
Q3 | $32K | Buy |
+630
| New | +$32K | ﹤0.01% | 809 |
|