StoneX Group’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
2026 Q1	–	Sell	-29,976	Closed	-$1.5M	–	1108
2025 Q4	$1.5M	Sell	29,976 -2,103	-7%	-$105K	0.07%	247
2025 Q3	$1.6M	Buy	32,079 +2,660	+9%	+$132K	0.07%	239
2025 Q2	$1.45M	Sell	29,419 -1,968	-6%	-$96.3K	0.07%	239
2025 Q1	$1.54M	Buy	31,387 +2,181	+7%	+$107K	0.08%	211
2024 Q4	$1.42M	Buy	+29,206	New	+$1.43M	0.08%	213
2023 Q1	–	Sell	-57,481	Closed	-$2.73M	–	590
2022 Q4	$2.73M	Buy	57,481 +137	+0.2%	+$6.48K	0.4%	38
2022 Q3	$2.72M	Sell	57,344 -5,839	-9%	-$282K	0.51%	38
2022 Q2	$3.05M	Sell	63,183 -5,227	-8%	-$254K	0.5%	39
2022 Q1	$3.35M	Buy	68,410 +832	+1%	+$41.2K	0.32%	56
2021 Q4	$3.38M	Buy	67,578 +12,906	+24%	+$649K	0.39%	50
2021 Q3	$2.77M	Sell	54,672 -1,114	-2%	-$56.5K	0.4%	51
2021 Q2	$2.84M	Buy	55,786 +31,707	+132%	+$1.62M	0.42%	46
2021 Q1	$1.23M	Buy	24,079 +684	+3%	+$35.1K	0.22%	88
2020 Q4	$1.2M	Buy	23,395 +2,125	+10%	+$110K	0.26%	72
2020 Q3	$1.1M	Sell	21,270 -132	-0.6%	-$6.83K	0.35%	60
2020 Q2	$1.11M	Sell	21,402 -4,951	-19%	-$256K	0.42%	57
2020 Q1	$1.34M	Sell	26,353 -18,916	-42%	-$982K	0.71%	29
2019 Q4	$2.35M	Buy	45,269 +20,658	+84%	+$1.07M	0.96%	18
2019 Q3	$1.28M	Buy	24,611 +3,377	+16%	+$175K	0.8%	28
2019 Q2	$1.1M	Buy	21,234 +10,414	+96%	+$536K	0.7%	37
2019 Q1	$555K	Buy	10,820 +404	+4%	+$20.7K	0.42%	82
2018 Q4	$532K	Buy	10,416 +1,004	+11%	+$51.1K	0.51%	72
2018 Q3	$480K	Buy	9,412 +491	+6%	+$25.1K	0.36%	92
2018 Q2	$456K	Buy	8,921 +899	+11%	+$46.1K	0.39%	86
2018 Q1	$412K	Buy	8,022 +2,468	+44%	+$127K	0.39%	90
2017 Q4	$287K	Buy	+5,554	New	+$288K	0.3%	136
2017 Q3	–	Sell	-5,699	Closed	-$297K	–	269
2017 Q2	$297K	Buy	+5,699	New	+$297K	0.09%	278