SWA
Stratos Wealth Advisors’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 | $708K | Buy |
14,366
+8,545
| +147% | +$421K | 0.04% | 384 |
|
|
2025
Q1 | $286K | Sell |
5,821
-9,472
| -62% | -$466K | 0.02% | 559 |
|
|
2024
Q4 | $744K | Sell |
15,293
-37,882
| -71% | -$1.84M | 0.04% | 387 |
|
|
2024
Q3 | $2.63M | Sell |
53,175
-56,545
| -52% | -$2.79M | 0.12% | 183 |
|
|
2024
Q2 | $5.27M | Sell |
109,720
-129,307
| -54% | -$6.21M | 0.26% | 92 |
|
|
2024
Q1 | $11.5M | Buy |
239,027
+7,711
| +3% | +$372K | 0.68% | 29 |
|
|
2023
Q4 | $11.2M | Sell |
231,316
-990
| -0.4% | -$47.8K | 0.64% | 27 |
|
|
2023
Q3 | $11M | Buy |
232,306
+2,098
| +0.9% | +$99.1K | 0.72% | 22 |
|
|
2023
Q2 | $11M | Buy |
230,208
+3,037
| +1% | +$145K | 0.78% | 19 |
|
|
2023
Q1 | $10.9M | Buy |
227,171
+6,422
| +3% | +$307K | 0.84% | 16 |
|
|
2022
Q4 | $10.5M | Sell |
220,749
-11,605
| -5% | -$550K | 0.87% | 12 |
|
|
2022
Q3 | $11M | Buy |
232,354
+2,654
| +1% | +$126K | 1.16% | 11 |
|
|
2022
Q2 | $11.1M | Sell |
229,700
-8,207
| -3% | -$396K | 1.01% | 12 |
|
|
2022
Q1 | $11.6M | Buy |
237,907
+22,279
| +10% | +$1.09M | 0.95% | 14 |
|
|
2021
Q4 | $10.8M | Buy |
215,628
+320
| +0.1% | +$16K | 0.78% | 18 |
|
|
2021
Q3 | $10.9M | Sell |
215,308
-56,200
| -21% | -$2.84M | 0.93% | 14 |
|
|
2021
Q2 | $13.8M | Sell |
271,508
-1,162
| -0.4% | -$59.1K | 1.22% | 10 |
|
|
2021
Q1 | $13.9M | Buy |
272,670
+51,394
| +23% | +$2.62M | 1.48% | 8 |
|
|
2020
Q4 | $11.4M | Buy |
221,276
+14,847
| +7% | +$764K | 1.57% | 7 |
|
|
2020
Q3 | $10.7M | Buy |
206,429
+17,731
| +9% | +$916K | 2.6% | 4 |
|
|
2020
Q2 | $9.75M | Buy |
188,698
+16,219
| +9% | +$838K | 2.99% | 2 |
|
|
2020
Q1 | $8.8M | Buy |
172,479
+135,441
| +366% | +$6.91M | 6.23% | 2 |
|
|
2019
Q4 | $1.92M | Buy |
37,038
+4,649
| +14% | +$241K | 1.09% | 21 |
|
|
2019
Q3 | $1.68M | Buy |
32,389
+5,672
| +21% | +$295K | 0.64% | 33 |
|
|
2019
Q2 | $1.38M | Buy |
+26,717
| New | +$1.38M | 0.55% | 37 |
|